Aaron Wurm is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. Prior to his advisory role, he held positions at Applebee’s Neighborhood Grill + Bar and J&B Group, and attended Minnesota State University, Mankato. Outside of his advisor role, he is involved with DTK Enterprises LLC in Austin, MN. 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 recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jordan Carver is a financial advisor with Edward Jones in Mankato, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Jordan volunteers as a firefighter with the North Mankato Fire Department and serves as a worship leader at Riverridge Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Jonah Drake is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Creighton University's Career Center and Minnesota Valley Action Council. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers these services through a centralized consulting team.

Jacob Butterfield is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he operates the shot clock for Waseca High School basketball games. 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 recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Shawn Hoenke is a financial advisor at Primerica Advisors with 20 years of industry experience. He has been with Primerica Financial Services since 2006 and Primerica Advisors since 2007. Hoenke is registered with a Series 63 designation and is based in Mankato, MN. Outside of his advisory role, he is the owner of Hoenke & Associates LLC, an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,961 advisors and delivers advisory services largely through model-driven strategies managed by third-party asset managers.

Jared Hoscheit is a financial advisor with Ameriprise in Mankato, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Cambria. He serves as board treasurer for NUMAS Haus, a transitional housing program in New Ulm that supports single mothers and children experiencing homelessness, where he oversees budgeting and financial reporting. 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 through written recommendations and ongoing advice. The firm integrates investment research and third-party data in its approach, with enrollment criteria that require minimum investable assets and incorporate assets managed within Ameriprise.

Kristen Pinette is a financial advisor with Cetera, holding a Series 66 designation and over 10 years of industry experience. She has worked with Cetera and its affiliates since 2016 and also operates Kristen R Pinette CPA Inc., a CPA firm specializing in tax preparation and planning. Additionally, she serves as a power of attorney for her brother. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and planning services through a multi-manager platform, supporting both discretionary and non-discretionary accounts across various program structures.

Kevin Walter is a financial advisor with Ameriprise in Waseca, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Walter serves on the board of the Waseca Area Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations and integrates tax-efficient strategies with a focus on assets managed within Ameriprise accounts.

Melvin Soderlund is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Minnesota Unemployment, Lindsay Windows Inc, and Minnesota State University, Mankato. He is also engaged in outside employment as an associate financial advisor with DTK Enterprises, assisting with advisor/client meetings and discretionary trades. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sandra Gieseke is a financial advisor at Ameriprise with 12 years of industry experience. She holds the Series 66 designation and has been with Ameriprise Financial Services since 2013. Outside of her advisory role, she is involved with DTK Enterprises LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Kimberly Borst is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and previously worked at Concorde Investment Services, LLC and Discipline Advisors, Inc. She has been with Edward Jones since 2019. 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 and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Nathan Hanson is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Enterprise and has a longstanding career including over two decades at Prudential Insurance Company of America. Hanson is also a notary public in Waseca, MN. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning, asset management, and insurance products through its network of advisers.

Jennifer Seys is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked in education and direct sales roles, including positions at Mankato Area Public Schools, St. Clair Public School, Monat Global, and Rodan + Fields. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.