Trista Brandt is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously worked at Minnesota State University, Mankato, and in the hospitality sector. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Joseph Starkey is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at Cetera Investment Services since 2010 and Cetera Investment Advisors LLC since 2016. Outside of his advisory role, he serves on the board of Benco Electric, where he helps determine donations to local non-profits. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various investment platforms and manager selections.

Craig Sinning is a CFP® professional with 24 years of industry experience, currently serving at Cetera since 2023. His prior experience includes 18 years with Securian Financial Services, Inc. and Minnesota Life Insurance Company. He serves on the advisory board and asset management committee for the Mankato YMCA and participates on the finance committee of New Creation World Outreach Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Timothy Robinson is a financial advisor with Ameriprise in Mankato, MN, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Ameriprise since 2017 and previously at Securities America Advisors, Inc. and Securities America Inc. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic automation in its advisory process.

Eric Opsal is a financial professional at Cetera with 35 years of industry experience. Prior to joining Cetera in 2023, he worked for over three decades at Minnesota Financial Services, Securian Financial Services, and Minnesota Life Insurance Company. Outside of his advisory role, he serves as a director on the board of the Mankato Golf Club and is employed as a trainer and teacher at Minnesota State University, Mankato. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and affiliations to provide tailored investment solutions.

Bernadette Herzog is a financial advisor at Cetera with 21 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked with Cetera and Cetera Wealth Services since 2015. In addition to her advisory role, she operates an accounting and tax preparation practice and is an elected board member of the Winthrop Golf Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and investment options.

Kenneth Klooster is a financial advisor with Edward Jones in Mankato, MN, holding Series 63 and Series 66 designations and possessing 31 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as membership chair for the Mankato Rotary. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard through a nationwide network of financial advisors and branch offices.

Scott Gross is a financial advisor with Cetera in Mankato, MN, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Cetera and affiliated entities since 2013. Outside of his advisory role, Gross serves as president of a property ownership company and secretary of a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services via a multi-manager platform incorporating both affiliated and third-party managers.

Jacob Malz is a financial advisor at Edward Jones in Mankato, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked for Saint Peter Public Schools for thirteen years. He serves as a board member for Kids Corner Child Care Center in St. Peter, MN, where he helps make decisions for the facility his children attend. 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 broad range of advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Rebekah Carpenter is a financial advisor with LPL Enterprise in Mankato, MN, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, Bankers Life, and Coloplast. Outside of advising, she is involved with The Healing Platform, a direct sales and customer service business, and also works with Veritas Insurance Advisors focusing on Medicare Advantage and other medical insurance plans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm’s approach centers on model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Jonathan Schwaegerl is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. Before joining Edward Jones in 2022, he worked in various educational roles from 2008 to 2022. He serves as a board member of the Lake Crystal Area Fastpitch Association, which organizes youth softball activities in Lake Crystal, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Sander Ludeman VII is a financial advisor at Edward Jones in Mankato, MN, holding a Series 66 designation with two years of industry experience. Prior to his current role, he worked in retail at Scheels Mankato where he was involved in stock management, customer service, and sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment advisory programs and a nationwide network of financial advisors and branch offices.

Camden Ludeman is a financial advisor at Edward Jones in Mankato, MN, holding a Series 66 designation. He has been with Edward Jones since 2026 and has a background that includes roles at TruStone Financial Credit Union and the YMCA, as well as being a student at Concordia University, St. Paul. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

James Lewis is a CERTIFIED FINANCIAL PLANNER™ with 32 years of industry experience, currently advising clients at Ameriprise in Mankato, MN. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise is a large institutional firm serving individuals, particularly those approaching or in retirement with significant investable assets. The firm offers a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Kaylee Phelps is a financial advisor with Edward Jones in Mankato, MN, holding CFP®, ChFC®, and Series 66 credentials, with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Taylor Corporation for two years. She volunteers sorting clothing donations for children through a local youth services organization and participates in a professional women’s networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products, supported by a large national network of advisors and branch offices.

Jedidiah Hansen is a financial advisor with Thrivent Investment Management in Mankato, MN. He holds a Series 66 designation and has been with Thrivent since 2022, including roles at Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial planning topics. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining a separation between the two.

Anthony James is a CFP®-certified financial advisor with 20 years of industry experience, currently with Ameriprise in Mankato, MN. He has been with Ameriprise and its affiliated entities since 2006. Outside of advising, he is involved in several family and business-related holding companies and real estate ventures, including managing a vacation property jointly owned with family members. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income, utilizing a collaborative, non-discretionary approach supported by proprietary investment research and third-party data.

Jay Berg is a financial advisor with Stifel in Mankato, MN, holding a Series 66 designation and with one year of industry experience. Prior to joining Stifel in 2023, he worked for eight years at Minnesota Valley Federal Credit Union. He is also a licensed public notary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jeremy Drexler is a financial advisor with Edward Jones in North Mankato, MN, holding the ChFC® designation and Series 63 and 66 licenses. He has nine years of industry experience, including prior roles at Northwestern Mutual and a family-owned wholesale and vending business. Outside of advising, he coaches high school basketball for the Mankato School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its large network of advisors and branches, and it offers both discretionary and non-discretionary strategies, affiliated mutual funds, and a securities-based lending option.

Travis Larson is a CFP® certificant with seven years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked for five years at Pioneer Engineering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.