Kendra Sievers is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked since 2017. She has eight years of industry experience, including prior roles at Metropolis Resort and Gift Planning Services, LLC. Sievers serves as a board member and gymnastics coach for the River Falls Gymnastics Club. Edward Jones is a full-service wealth management firm with over four million clients and approximately $1.01 trillion in assets under management. The firm provides a wide range of advisory programs and investment options, operating under a fiduciary standard and maintaining an extensive national network of financial advisors and branch offices.

Patrick Fitschen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and also operates Fitschen Tax & Accounting, a tax preparation and accounting business he has owned since 1997. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary and third-party models, with options for discretionary and non-discretionary management tailored to client objectives.

Cody Buck is a financial advisor with LPL Financial in Red Wing, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at National Planning Corporation and has been affiliated with Discovery Financial since 2015. In addition to his advisory role, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of representatives. The firm offers a range of investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

Samuel Caswell is a financial advisor with LPL Financial, holding a Series 66 credential and bringing two years of industry experience. His prior work includes positions at First Farmers & Merchants Bank, Charter Bank, Commerce Bank, and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.

Teresa Hernandez is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at KMTSJ, Inc and Northwestern Mutual, as well as spending ten years at Sacred Heart Hospital. She is also involved as a contractor with Integrity Audit & Tax, LLC, focusing on audit testing and potential tax preparation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Daniel Greenheck is a financial advisor with LPL Financial in Red Wing, Minnesota, holding Series 63 and Series 65 licenses. He has four years of industry experience and has worked at firms including Investment Advisors, LLC and Sampair Accurant. Outside of advising, he is involved in tax preparation and accounting through Sampair Accurant and operates Greenheck Tax & Retirement Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting advisors with research and technology tools.

Benjamin Whalen is a CFP® and Series 66-licensed financial advisor with eight years of experience, currently with Edward Jones in Red Wing, MN. His prior work includes a year at STEMworks and an earlier period at Edward Jones. Outside of advising, he coaches 7th grade basketball for Red Wing Public Schools. 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, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

James Williamson is a financial advisor with Edward Jones in River Falls, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a trustee of the Kenneth O Ruud Trust and is a partner in Marsh Creek LLC; he also owns hunting land in South Dakota through Pheasant Run Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

Michael Dube is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 63 designation and 24 years of industry experience, all with Edward Jones since 2002. His outside business activities include no responsibilities reported with ConocoPhillips and Hess Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Kyra Cyr is a financial advisor at Edward Jones in Red Wing, MN, holding a Series 66 designation with seven years of experience in the industry. Prior to joining Edward Jones, she worked at Ciro and Stromberg's Chicks and Gamebirds, and has experience as a nanny and homemaker. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Thomas Wilder is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at firms including Dougherty & Company LLC and Concourse Financial Group Securities Inc before joining Cetera in 2025. Outside of advisory services, he is also the owner and president of Stainless Stone LLC, a business involved in the sale of surgical stainless steel pizza stones. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures and custodial arrangements.

Wayne Wulf is a financial advisor at Ameriprise with 38 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise and its affiliated entities since 1987. Outside of his advisory role, he co-owns GMW Management LLC and consults through Gavin Craig LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized team, with a focus on assets held in Ameriprise-managed accounts.

Jason Yockey is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Red Wing, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he has commercial real estate ownership interests. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide written, non-discretionary recommendations delivered through a centralized consulting team in partnership with advisors.

Gregory Roe is a ChFC® credentialed financial advisor with 29 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he assists clients as a health insurance agent specializing in Medicare supplement and Part D plans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning without discretionary trading authority and integrates planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Tracy Sears is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Prior to her current role, she was employed at Knight Barry Title United and Goodhue County Abstract Company. Outside of advising, she is involved in co-owning and managing an agricultural farming business in Ellsworth, WI. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Vincent Seidling is a Series 66-credentialed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns a farm in Beldenville, WI, and serves as a trustee on the River Falls Area Hospital Board of Trustees. 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 options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Michael Hosfeld is a financial advisor with Edward Jones in Red Wing, 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Melanie Whitcomb is a financial advisor with Edward Jones in River Falls, WI, holding a Series 66 designation. She has been with Edward Jones since 2008. Outside of her advisory role, she has performed occasional office cleaning services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive network of advisors and branches and for maintaining affiliated financial capabilities beyond advisory services.

Richard Douglas is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Cambridge since 2005. In addition to his advisory role, Douglas has operated an independent insurance agency and serves as an advisory representative of another registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party model strategies across various platform arrangements.

Thomas Brown is a financial advisor with Cetera, holding CFP® and Series 63 credentials and over 44 years of industry experience. His career includes roles at Brown Financial, LLC; Advicelink Financial Advisors; North Star Consultants, Inc.; and Securian Financial Services. He is also an owner of Brown Financial, LLC and involved with North Star Resource Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or develop customized strategies.