Amanda Emery is a financial advisor with Ameriprise in Elk River, MN, holding a Series 66 designation and four years of industry experience. She has been with Ameriprise since 2017 and previously worked at Xcel Energy Inc. from 2015 to 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Thomas Humphrey is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously spent 15 years with Ameriprise Financial Services, Inc. Outside of his advisory role, Humphrey is the COO of ER Green Operational Services, LLC, where he manages operational aspects of the company. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering tailored, research-driven recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions, utilizing algorithmic tools and a structured oversight process to support retirement income strategies.

Ryan Wipf is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member of Freeport Financial Association Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Colleen Lee is a Series 66 licensed financial advisor with Edward Jones, based in Zimmerman, MN, with one year of industry experience. Prior to joining Edward Jones, she worked for OtterProducts, LLC for eleven years. 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 supported by a large nationwide network of financial advisors and branch offices.

Jenny Karst is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she worked at Target for 13 years. Outside of her advisory role, she holds a power of attorney position involving medical decision making and bill paying. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers standalone planning or combined planning and managed-account services under its WealthPlan billing option.

Brenda Roux is a financial advisor with Thrivent Investment Management in Elk River, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, Roux is an Independent Sales Consultant for Norwex cleaning products and serves on the boards of the Elk River Area Chamber of Commerce and NAIFA-Minnesota. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining the separation of these services.

Ryan Hartneck is a financial advisor with Ameriprise in Monticello, MN, holding the Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Columbia Threadneedle Investments. Outside of his advisory work, he serves as an assistant coach for the Orono High School varsity softball team and is a volunteer board member for the Minnesota Renegades Softball Program. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income and tax-aware withdrawal strategies.

Roger Strege is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as president of Autism Allies, a nonprofit organization, and leads Special Needs Planners, which assists families with disabilities in maintaining eligibility for social services and establishing guardianship and trusts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using firm-provided tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Jordan Redepenning is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017, following a year at the University of Minnesota Duluth. Outside of his advisory role, he works as a football and basketball official. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning and written recommendation reports based on proprietary research and third-party data.

Thomas Middagh is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions with the St. Michael - Albertville School District and multiple public schools. Outside of his advisory work, Middagh is involved in youth sports as a football and baseball coach and serves as a basketball official. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Thomas Geissler is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven and includes access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Owenn Buchholz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has previously worked at firms including Pruco Securities LLC and The Bank of Elk River, where he also performs administrative duties such as client greetings and trade entry. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Samuel Glenz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Fives Intralogistics, Boardwalk Subs, Mill Steel, and Whole Foods, among others. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of investment strategies and affiliated capabilities under a fiduciary standard.

Bobby Swoboda is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. He also manages his advisory business through Swoboda Management LLC. Ameriprise is an institutional firm offering a retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.

Eric Zebrowski is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He serves as secretary for the Princeton Area Chamber of Commerce, participating in board meetings and local events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

David Nordmeier is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms including Midwest Wealth Advisors and Minnesota Life Insurance Company. Nordmeier is the owner of Nordmeier Financial, Inc., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party money managers.

Jamie Carlson is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked previously at Premier Marine, Cintas Corporation, and Target Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a range of managed strategies and affiliated investment products.

James Becker is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stefanie Swanson is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work experience in education and small business operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Derek Sobota is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2023, he worked at Bank of America and Merrill. He is also a partner and associate financial advisor at Ikigai Operations LLC, a firm that supports the operations and management of his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and operates within a defined investment universe influenced by its affiliated product offerings.