Kyia Fleig is a financial advisor at Ameriprise with 7 years of industry experience and holds a Series 66 designation. She previously worked at Cambridge Investment Research, Inc. from 2016 to 2023. Fleig is based in Rochester, MN. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brittany Pilling is a financial advisor with Ameriprise in Rochester, MN, holding Series 65 and Series 63 designations and 12 years of industry experience. She has been with Ameriprise since 2013, including her current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning, combining investment research and algorithmic tools to support tax-aware withdrawal strategies and dependable income planning.

Leanna Hain is a financial advisor with Equitable Advisors in Rochester, MN, holding a Series 66 designation and one year of industry experience. She has worked at Equitable Advisors since 2024 and previously supported Registered Representative Kevin Banitt in an administrative role. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing third-party managers and a range of investment products without sponsoring its own wrap fee program.

Stephen Palen is a financial advisor with Ameriprise in Rochester, MN, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Palen is involved in business management and recruiting through Peak Management LLC. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through its large institutional platform.

Phillip Schroeder is a financial advisor at Edward Jones in Rochester, MN, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he spent nine years with Minnesota Ag Group. He is also involved in agricultural production through Klein's Cow Palace LLC, a dairy operation in Lake City, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of more than 23,000 advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Britt Fossum is a financial advisor at Cetera with four years of industry experience. She holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2021. Prior to her advisory career, she spent 17 years at Hy-Vee Inc. Fossum serves on the board of the Rotary Club in Austin, MN, and is involved in the resale of vintage and antique items. 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 with both discretionary and non-discretionary program options.

Jeremy Burget is a financial advisor with Edward Jones in Rochester, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Mayo Clinic for 16 years. 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 large nationwide network of financial advisors and branch offices.

Stacia Ivkovic is a Series 66 licensed financial advisor with eight years of industry experience, currently with Ameriprise in Rochester, MN. She previously worked at Clark Asset Management and has been involved with Financial Foundations Coaching since 2020. Outside of her advisory work, she owns a micro bakery called Leavened Bread Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Timothy Haubenstricker is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include work at Levi Befort and Steve Farrell, as well as over two decades at Waddell & Reed and various insurance carriers. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools like machine learning for operational and research assistance.

Derek Carter is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc., Royal Alliance, Signator Investors, Inc., and Mayo Employee Federal Credit Union. Outside of his advisory role, he operates a sole proprietorship selling comic books on eBay. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Diahnn Murdock is a financial professional with 33 years of industry experience, currently affiliated with Cetera. She holds Series 65 and Series 63 credentials and has held roles at various financial firms since 2007. In addition to her advisory work, she is the owner of DeeBee's Portfolio Management & Trading Services LLC and serves as a registered representative and financial professional with Mayo Employees Federal Credit Union. She also volunteers as a cashier at EagleBrook Church. Cetera Investment Advisers LLC is an SEC-registered advisor that provides services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers across multiple program structures.

Parker Helder is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and helps develop strategies aimed at achieving their short-, mid-, and long-term financial objectives. Parker serves as a resource for a range of financial needs, including general investing, retirement planning, and preparing for unforeseen expenses. He also facilitates access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Parker holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Saint Thomas. He emphasizes a collaborative approach, guiding clients through ongoing advice and support as their financial needs evolve.

Christopher Pieper is a financial advisor with LPL Financial in Rochester, MN, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of finance, he has managed the Pieper Family Beef Farm since 2003. 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 a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Addison Schoepski is a financial advisor at Edward Jones in Rochester, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Addison worked at Niagara Cave Inc. and had self-employment experience. 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 strategies supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Michael Laude is a financial advisor at RBC Capital Markets in Rochester, MN, holding Series 66 and Series 63 registrations with seven years of industry experience. Prior to joining RBC Capital Markets in 2025, he worked at U.S. Bank and U.S. Bancorp Investments, Inc. for thirteen years. He serves on the board of directors for the Gift of Life Transplant House, contributing to operational and financial decisions. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to a diverse client base that includes individual investors, institutions, and charitable organizations. The firm offers tailored investment programs using both in-house and third-party managers, with capabilities that include tax management, responsible investing, and access to alternative investments.

Jill Lentz is a financial advisor at Stifel with 26 years of industry experience. She has been with Stifel since 2009 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jason Ferrie is a financial advisor with Primerica Advisors in Stewartville, MN, holding a Series 63 designation and 21 years of industry experience. He has been with Primerica Advisors since 2004 and Primerica Financial Services since 2003. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies and is a partner in MN LS, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee billing structure.

Clayton Edwards is a financial advisor at Ameriprise with Series 66 registration and four years of industry experience. He has been with Ameriprise since 2020 and has prior work experience that includes roles at Minnesota State University and Shoot N Save. Edwards is also involved with Ikigai Operations LLC, where he manages an advisory business. 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 retirement income planning through written recommendation reports and ongoing advice, utilizing a centralized service team and proprietary investment research.

Brian Martin is a CFP® professional with 18 years of experience in the financial services industry. He has been with Ameriprise since 2007, serving in various capacities within the firm. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Daryl Schulz is a financial advisor with Stifel in Rochester, MN, holding the Series 66 designation and 23 years of industry experience. He has worked with Stifel since 2009 and spent one year at UBS Financial Services prior to that. Outside of his advisory role, Schulz serves as a stewardship committee member at Redeemer Lutheran Church and chairs the audit committee for The Landings Homeowner’s Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s approach is based on a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.