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.

Michael Domler is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Woodbury Financial Services for 23 years. Outside of his advisory role, he is a notary public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options and utilizes various asset-allocation tools and third-party platforms.

Peter Nelson is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with Cetera. His prior roles include positions at LPL Financial, Frandsen Bank & Trust, and Nicollet County St. Peter Bank. Nelson also provides insurance services related to life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Mitchell Nelson is a financial professional with six years of industry experience, currently associated with Cetera. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services, Mapvest Wealth Management, Frandsen Bank & Trust, LPL Financial, Trellance, and OnApproach. In addition to his advisory role, he is licensed to sell fixed insurance products such as life, health, disability, annuities, and long-term care policies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management strategies, financial planning, and consulting services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

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 who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Cetera Investment Advisors LLC since 2016 and with Cetera Investment Services since 2010. Outside of his advisory role, Starkey serves on the board of Benco Electric, where he helps determine donations to local nonprofits. Cetera Investment Advisors LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets.

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.

Peter Plut is a financial advisor at LPL Financial with a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2017 and has held positions at FIRST NATIONAL BANK and Investment Centers of America, Inc. He is also active in his local VFW post. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 with Cetera, holding Series 63, Series 65, and Series 66 credentials and over 21 years of industry experience. She has been affiliated with Cetera and its related entities since 2015 and operates her own insurance agency and CPA practice, providing accounting, tax preparation, and insurance services. She also serves as an elected board member of the Winthrop Golf Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various program structures, managing over $256 billion in assets through a broad network of more than 10,000 advisors.

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.