Kayla Douvier is a financial advisor with Ameriprise in Sauk Centre, MN, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and Central Minnesota Credit Union. She is part owner of Main Street Theatre, Inc., a family-run entertainment business, and serves as treasurer on the board of the Sauk Centre/Melrose Youth Hockey Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Paul Amundson is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is a partial owner of Blue Sunset, LLC, a partnership involved in a Nautical Bowls franchise in Naperville, Illinois. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm emphasizes comprehensive written recommendations across a broad range of planning topics and offers clients the option to combine planning with managed-account services through a consolidated billing system.

Michelle Klimek is a financial advisor with Ameriprise in Brandon, MN, holding a Series 66 designation and providing advisory services since 2015. She has over 11 years of experience with the firm. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Timothy Urness is a financial advisor with Thrivent Investment Management in Alexandria, MN, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and Thrivent Investment Management since 2012. Outside of his advisory work, he serves as the public address announcer for his local high school girls soccer games. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Brandon Plotz is a Series 66 licensed financial advisor with five years of industry experience. He has worked at Edward Jones since 2021 and previously spent nine years with Walser Automotive Group. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

John Severson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Investment Management since 2013 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Severson serves as a board member for Dollars for Scholars in Alexandria, Minnesota, and is the president of the Century Center Association, a local business owners’ building association. He is also involved in managing a family cabin rental. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning across a wide range of topics, with an option to combine planning with managed accounts under a consolidated billing structure, while maintaining separation between planning and asset management services.

Cody Rieland is a financial advisor with Edward Jones in Alexandria, MN, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, Cetera, and BELL Bank. Outside of his advisory work, he is involved in managing a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending under a fiduciary standard.

Gwen Bradley is a financial advisor with Wells Fargo Clearing in Alexandria, MN, holding Series 63 and Series 65 licenses. She has eight years of industry experience and has been with Wells Fargo Clearing Services LLC since 2018, as well as Wells Fargo Bank NA since 2014. Outside of her advisory role, she serves as a check-signer for B&A Construction LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nathaniel Hitch is a financial advisor with LPL Financial in Alexandria, MN, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has worked at firms including Bremer Investments, Raymond James Financial Services, and State Farm. Outside of his advisory work, he is involved with the Alexandria Soccer Association as a coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced technology tools.

Lukas Gotto is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked exclusively with Cetera and related entities since 2024. Outside of his advisory role, he serves as an elected board member for the Alexandria Education Foundation and the Viking Sportsmen, volunteers as a firefighter, and is involved in community activities including a trustee position with the Alexandria Fire Department Relief Association. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, allowing advisors to implement model portfolios, third-party manager selections, or bespoke strategies across various program structures and custodial relationships.

Joshua Tatge is a financial advisor with Ameriprise in Alexandria, Minnesota, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as chair of the Bethesda Lutheran Church Memorial and Foundation Committee and is a board member of Habitat for Humanity of Douglas County. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm delivers personalized, research-based recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support retirement income strategies.

James Meyer is a financial advisor with Osaic Wealth, Inc. in Sauk Centre, Minnesota, holding a Series 63 designation and 37 years of industry experience. He has been with Osaic Wealth, formerly Royal Alliance Associates, since 2011 and also worked at Financial Dimensions Group during that period. In addition to his advisory role, Meyer owns Meyer Financial, LLC, where he prepares income tax returns and offers fixed annuities and life insurance products. He also serves as a joint trustee of a family trust that manages income distributions. Osaic Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through multiple advisory platforms and a large network of affiliated advisers. The firm utilizes firm-provided asset allocation tools, risk tolerance assessments, and a variety of investment products to construct managed portfolios with discretionary or non-discretionary options.

Ericka Bolluyt is a financial advisor at Edward Jones in Alexandria, MN, holding a Series 66 designation with six years at Edward Jones and a total of two years of industry experience. Prior to joining Edward Jones, she worked in education and community services, including roles at Hancock Public School and Morris Life Care Pregnancy Center. Outside of her advisory work, she teaches choir and vocal skills to children and is involved in direct sales with Doterra and Plexus. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment solutions and operates under a fiduciary standard.

Justine Whitman is a Series 66-registered financial advisor with Edward Jones in Alexandria, MN, where she has worked since 2008. She has 18 years of industry experience. 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 and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Mc Kenzie Wall is a financial advisor with LPL Financial and holds a Series 66 designation. She has two years of industry experience, previously working at Cetera and Minnesota National Bank. Outside of finance, she is involved with Heartland Painting, where she manages accounts payable, payroll, and reporting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Hanna Kettelhut is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Avantax Investment Services and Woodbury Financial Services. Kettelhut is also a certified notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, leveraging scale and technology alongside a platform of diverse investment strategies.

Noah Boraas is a CFP® and holds a Series 66 license, currently with LPL Financial in Alexandria, MN. He has three years of industry experience, including prior work at Ameriprise. Outside of his advisory role, he is a notary and involved in selling fixed annuities through his entity, Boraas Financial Group, LLC. 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 financial planning, asset management programs, and institutional platforms, with advisory services supported by model portfolios, third-party subadvisors, and advanced operational tools.

Nathaniel Larson is a CFP® credentialed financial advisor with 20 years of industry experience, currently affiliated with Raymond James Financial in Alexandria, MN. He has been the owner of Larson Wealth Management since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.