Brandon Plotz is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked for nine years at Walser Automotive Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Severson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Investment Management since 2013 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Severson serves as a board member for Dollars for Scholars in Alexandria, Minnesota, and is the president of the Century Center Association, a local business owners’ building association. He is also involved in managing a family cabin rental. 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 financial planning across a wide range of topics, with an option to combine planning with managed accounts under a consolidated billing structure, while maintaining separation between planning and asset management services.

Cody Rieland is a financial advisor with Edward Jones in Alexandria, MN, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, Cetera, and BELL Bank. Outside of his advisory work, he is involved in managing a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending under a fiduciary standard.

Gwen Bradley is a financial advisor with Wells Fargo Clearing in Alexandria, MN, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked with Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2014. Outside of her advisory role, she is involved as a check-signer in B&A Construction LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nathaniel Hitch is a financial advisor with LPL Financial in Alexandria, MN, holding Series 66 and Series 65 credentials and 18 years of industry experience. He previously worked at Bremer Investments, Raymond James Financial Services, and State Farm. Outside of finance, Nathaniel is involved with the Alexandria Soccer Association as a coach. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Lukas Gotto is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked exclusively with Cetera and related entities since 2024. Outside of his advisory role, he serves as an elected board member for the Alexandria Education Foundation and the Viking Sportsmen, volunteers as a firefighter, and is involved in community activities including a trustee position with the Alexandria Fire Department Relief Association. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, allowing advisors to implement model portfolios, third-party manager selections, or bespoke strategies across various program structures and custodial relationships.

Joshua Tatge is a financial advisor with Ameriprise in Alexandria, Minnesota, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as chair of the Bethesda Lutheran Church Memorial and Foundation Committee and is a board member of Habitat for Humanity of Douglas County. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm delivers personalized, research-based recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support retirement income strategies.

Ericka Bolluyt is a financial advisor with Edward Jones in Alexandria, MN, holding a Series 66 designation and six years of experience at the firm. Prior to joining Edward Jones in 2020, she worked in education and community services, including roles at Hancock Public School and Prairie Community Services. She is also involved in teaching choir and participates in direct sales businesses focused on wellness products. 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 nationwide network of more than 23,700 financial advisors.

Justine Whitman is a Series 66-registered financial advisor with Edward Jones in Alexandria, MN, where she has worked since 2008. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Hanna Kettelhut is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Avantax Investment Services and Woodbury Financial Services. Kettelhut is also a certified notary. 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 broad range of advisory and brokerage services, leveraging scale and technology alongside a platform of diverse investment strategies.

Noah Boraas is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial, he worked at Ameriprise and has experience in education and club management. He also serves as a notary as part of his entrepreneurial activities with Boraas Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions supported by research and technology tools.

Nathaniel Larson is a CFP® credentialed financial advisor with 20 years of industry experience, currently affiliated with Raymond James Financial in Alexandria, MN. He has been the owner of Larson Wealth Management since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.