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.

Sandra Yeado is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 18 years of industry experience. She has been with Edward Jones since 2007. 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 strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Timothy Lewis is a financial advisor with Ameriprise in Elk River, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise and its affiliates since 2002. Outside of advising, he owns Rough Cutt Outdoors, an outdoors tournament fishing and guide service, and serves as a school board member for the St. Michael Albertville School District #885. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes collaboration between a centralized service team and financial advisors to deliver tailored recommendations within a structured investment framework.

Matthew Finn is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2010. 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 and investment strategies, operating under a fiduciary standard.

Cole Gagnon is a financial advisor at Ameriprise with one year of industry experience. Before joining Ameriprise, he worked in education-related roles across various school districts and universities. He holds a Series 66 designation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves collaboration between a centralized service team and financial advisors, with recommendations based on proprietary research and third-party data.

Matthew Feuling is a financial advisor at Edward Jones in Monticello, MN, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked briefly at Country Financial and has been the owner of K&M Pallet LLC, a sales business, since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Derick Kelly is a CFP® professional with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at SagePoint Financial and Ameriprise Financial Services, Inc. He is also the owner of Humphrey Financial LLC and works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele with financial planning, investment management, and retirement plan advisory services, offering tailored strategies through a network of independent Financial Professionals.

Reed Pawelk is a financial advisor with Ameriprise in Elk River, MN, holding the Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and operates Luce Line Orchard LLC, an apple orchard, and serves as CEO of ER Green Operational Services, focusing on business development and operational strategy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Deveshwar Persaud is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 15 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory work, he owns and operates a handyman services business in Monticello, MN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tove Lichty is a CFP® and holds a Series 66 license, with 15 years of industry experience. She has been with Edward Jones since 2010. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindsay Dockter Holub is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

James Renn Jr. is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, as well as City National Bank since 2017. He serves on the board of the SHJON Podein Children's Foundation, a nonprofit organization involved in fundraising and charitable gifting. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm customizes investment strategies based on client risk profiles and employs a mix of in-house and third-party managers, including options for tax management and responsible investing.

Nicholas Chihak is a financial advisor at Edward Jones in Monticello, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Abbott Laboratories from 2021 to 2024 and Boston Scientific Corporation from 2014 to 2020. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Nicholas Mc Donald is a Series 66 licensed financial advisor with Edward Jones in Elk River, MN, and has five years of industry experience. He has worked at Edward Jones since 2020 and previously held positions in the automotive industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Nancy Finn is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Raymond James Financial and its affiliates since 2002. Finn also has experience at First Bank Elk River, where she has been engaged since 2007. In addition to her advisory role, she meets with bank clients to discuss Raymond James investment opportunities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting within a large advisor network.

Krisi Helland is a financial advisor at Edward Jones in Otsego, MN, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, she worked for seven years at Twin Cities Orthopedics. 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 nationwide network of more than 23,700 financial advisors.

Roberta Gerads is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James and affiliated entities since 2013. In addition to her advisory role, she serves as a Registered Principal at First Bank Elk River and is the Branch Manager of Investment Services at First National Investor Services. 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, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs in municipal finance and SIMPLE IRA plan consulting.