Tess Dahl is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at New Prague Public Schools and had periods of unemployment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Brent Peroutka is a CFP® professional with 18 years of industry experience, currently advising at Osaic since 2024. He previously spent 13 years at Woodbury Financial Services, Inc. Peroutka is involved in several community organizations in Faribault, MN, including serving as a board member and foundation chair of the Faribault Rotary Club and as secretary of the Faribault Booster Club. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a broad network of affiliated advisors. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management with access to multiple third-party money managers and advisory platforms.

Jacob Womeldorf is a financial advisor with Edward Jones in Faribault, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Brenda Rabbe is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to her current role, she taught private voice lessons for 20 years at Brenda's Voice Studio and served as president and founder of a nonprofit organization that distributes financial donations to other nonprofits. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses across multiple planning areas. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate advisory services.

Sandra Flom is a CFP® with 27 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2012. She also operates as an independent CPA and owner of Sandy Flom LLC dba Faribault CPA. In addition, she owns Financial Solution MN LLC and has worked as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent financial professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

James Harding is a financial advisor with Edward Jones in Faribault, MN, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2018, he worked at Baker Tilly for five years. Outside of his advisory role, Harding officiates college basketball games as an independent contractor. 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 with a nationwide network of about 23,701 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Jason Lavoi is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked at Thrivent Financial and Thrivent Investment Management Inc, and earlier in his career held various roles including municipal work with the City of Saint Paul. Outside of his advisory work, he is involved in a non-variable insurance agency based in Faribault, MN. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Seth Linder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes positions at Securities America Advisors and Voya Financial Advisors. Outside of his advisory role, he owns a retail store and serves as an independent insurance agent and notary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and nonprofit organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using a range of portfolio management strategies across multiple custody platforms.

Christopher Weber is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Cetera and its affiliated firms since 2002. Outside of his advisory role, Weber serves on the boards of the Northfield Youth Choir, St. Johns Lutheran Church of Northfield Foundation, and the Donald & Luella Zibell Family Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors.

Erik Nelson is a financial advisor at Edward Jones in Faribault, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he spent ten years at 3M. Outside of his advisory work, Nelson serves as an assistant coach for the U12 girls team at Northfield Soccer Club. 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 solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Lance Wagner is a Series 63-licensed financial advisor with LPL Financial, where he has worked since 1999, totaling 27 years of industry experience. He is based in Dundas, MN. Outside of his advisory role, Wagner is involved in a hunting and guiding service called Fenceline Kennels, offering youth and adult hunting trips and training hunting dogs in the off-season. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services provided by a large network of investment adviser representatives.

Alexander Klinkhammer is a CERTIFIED FINANCIAL PLANNER™ with 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at Hornor Townsend & Kent Inc. He is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers proprietary and third-party investment strategies across multiple platforms with both discretionary and non-discretionary options.

David Chwalek is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Investors Capital Corp., and Eastern Point Advisors Inc., as well as co-running Senes & Chwalek Financial Advisors since 2011. Outside of advising, he is connected to a fitness-related business and has experience as a rideshare driver. 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 model portfolios, third-party asset management, and retirement plan advice, supported by advanced operational tools and a broad platform of financial products.

Darien Vvenker is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience and holds a Series 66 designation. Prior to joining Cambridge, he worked at Belpointe Asset Management and Guardian Resources. Outside of his advisory work, he is co-owner and bookkeeper of MN Soulstice Boutique LLC, a retail clothing business. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, and charitable organizations by offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides multiple investment implementation platforms and offers both proprietary and third-party model strategies.

Charlie Host is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. He worked at RBC Capital Markets Corporation from 2008 to 2024 before joining Raymond James in 2024. Outside of finance, he serves as a television game analyst for select University of Denver home hockey games. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.

Catherine Grinney is a financial advisor with Ameriprise in Faribault, MN, holding a Series 66 designation and 28 years of industry experience. She previously worked at Edward D. Jones & Co., L.P. for 23 years before joining Ameriprise in 2022. Grinney serves on the Investment Committee for the Faribault Foundation. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated companies.

Brenda Huot is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and with 10 years of industry experience. She has worked at Ameriprise since 2013 and at Adams Publishing Group since 2014. Outside of finance, she is a novelist and has signed a publishing contract with Koehler Books. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports.

Brian Panettiere is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jon Snodgrass is a CFP®-certified financial advisor with Edward Jones, based in Northfield, MN, where he has worked since 2003. He has 22 years of industry experience. Outside of his advisory work, Snodgrass is involved in commercial property management and real estate investment activities through several entities in Northfield. 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 discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Henry Albers is a Series 66-registered advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Post Consumer Brands for 34 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,700 financial advisors and offers a range of advisory and investment services under a fiduciary standard.