Amber Meger is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, she worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

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 one year of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial. Outside of her advisory role, Rabbe is the owner and teacher at Brenda's Voice Studio, where she has taught private voice lessons for over 20 years, and she serves as the founder and president of Moving Mountains, a nonprofit that distributes financial donations to other charitable organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial plans without portfolio management or discretionary trading authority. The firm supports ongoing planning relationships with a focus on comprehensive topics such as retirement, tax, estate, and special needs planning.

Nathan Berg is a financial advisor at OSAIC with Series 66 designation and one year of industry experience. Prior to joining OSAIC, he held various roles including activities and event staff at New Prague Area Schools and maintenance and operations at New Prague Golf Course. Outside of his advisory work, Berg is a partner in Max Recovery, a startup focused on recovery clothing. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm employs a range of investment tools and platforms to construct portfolios tailored to client preferences and risk tolerance.

James Lambert is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Penntek Industrial Coatings, Solid Rock Concrete Coating LLC, and Southern Carlson. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services distinct.

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.

Jeromy Mouw is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2004 and holds a Series 63 designation. Outside of his advisory role, he serves on the board of the Mayo Clinic Health System in Cannon Falls, MN, and coaches wrestling for the Spirit Lake School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Keith Meyers is a CFP® and ChFC® with 25 years of industry experience. He is currently a financial advisor with OSAIC and previously worked at Signator Investors, Inc. Outside of his advisory work, he serves as vice president of a local nonprofit that loans money to small businesses and is actively involved in several community and youth athletic organizations in Cannon Falls, MN. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and portfolio management techniques across various securities and investment platforms to meet diverse client needs.

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.