Adam Neubauer is a CFP® professional with 12 years of experience in financial advising, currently working at Edward Jones since 2014. He holds the Series 66 designation and is based in Mankato, 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Renee Cramer is a financial advisor at Stifel with 27 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Stifel since 2009. In addition to her advisory role, she is a notary providing document notarization services for Stifel clients. Stifel serves a diverse client base including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Kittelson is a CFP® with 16 years of experience in the financial services industry. He is affiliated with Cetera and has also worked at First Security Bank, First National Bank of Minnesota, and Wells Federal Bank. He serves on the investment committee and board of directors for the Mankato Area Foundation and is a board member of the Mankato Clinic Foundation. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Melvin Evans Jr is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Bankers Life entities. He is the owner of Melvin Evans Insurance LLC, which offers Medicare Advantage and Medicare supplement plans to eligible beneficiaries. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Abigail Drummer is a financial advisor at Stifel with two years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus since 2022. Prior to her current role, she held positions at Mankato Clinic, Gundersen, YMCA, and the University of Wisconsin - La Crosse. Abigail is also a commissioned notary. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by the firm’s Investment Strategy Group.

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.

Kenneth Anderson Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Home Mortgage from 2009 to 2017. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

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.

Lucas Bollum is a financial advisor at Ameriprise with seven years of industry experience. He has been with Ameriprise since 2018, following a prior career at Scheels All Sports. Outside of his advisory work, he is co-owner and registered agent of an LLC inherited through his family. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and recommendations supported by a centralized service team and proprietary research.

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.

Casey Wussow is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2009. Outside of his advisory role, he has involvement with agricultural land held in a family trust. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Michael Weelborg is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in several commercial real estate ventures including ownership interests in fitness and wellness facilities, an event space, and other commercial properties in St. Peter, Minnesota. 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 and investment solutions, supported by a large national network of financial advisors and branch offices.

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.