Jonathan Sikel is a financial advisor with Edward Jones in North Mankato, MN. He holds a Series 66 designation and joined Edward Jones in 2025. His prior experience includes roles at State Farm and various positions outside the financial industry, including at Augustana University and John Sikel Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Bradley Davis is a financial advisor with LPL Financial in Mankato, MN, holding a Series 63 designation and having 29 years of industry experience. He has worked with LPL Financial since 2017 and previously with T.D. Waterhouse Inc. Services and National Planning Corporation. Outside of his advisory role, he is involved in non-variable insurance related to health and life. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of investment adviser representatives.

Christopher Ward is a financial advisor with LPL Financial in Mankato, MN, holding a Series 66 designation and 15 years of industry experience. He previously worked with Securian Financial Services, Minnesota Life Insurance Company, and Minnesota Financial Services from 2011 to 2019. Outside of his advisory role, Ward operates an exclusive insurance brokerage specializing in non-variable insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Sanger is a financial professional with Cetera who holds a Series 66 designation and has eight years of industry experience. He previously worked with Minnesota Financial Services, Securian Financial Services Inc, and Minnesota Life. Outside of his advisory role, he serves as a consultant for the Small Business Development Center, assisting business owners with loan application paperwork, and works as an intercollegiate track and field official. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment approaches, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Sean Flanagan is a financial advisor with Stifel in Mankato, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Stifel, he worked in various roles including in athletics and real estate. Outside of his advisory role, he is involved with Sean Flanagan PLLC, conducting real estate activities. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is grounded in a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Christopher Hoffman is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, Series 63, and Series 66 designations and has been with Edward Jones since 2012. Outside of his advisory role, he owns and operates a commercial real estate business based in Mankato, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Aaron Wurm is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. Prior to his advisory role, he held positions at Applebee’s Neighborhood Grill + Bar and J&B Group, and attended Minnesota State University, Mankato. Outside of his advisor role, he is involved with DTK Enterprises LLC in Austin, 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 written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jordan Carver is a Series 66-licensed financial advisor with Edward Jones in Mankato, MN, where he has been practicing since 2015. He has 10 years of industry experience. Outside of his advisory role, he serves as a volunteer firefighter with the North Mankato Fire Department and is a worship leader at Riverridge Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Shawn Hoenke is a financial advisor at Primerica Advisors with 20 years of industry experience. He has been with Primerica Financial Services since 2006 and Primerica Advisors since 2007. Hoenke is registered with a Series 63 designation and is based in Mankato, MN. Outside of his advisory role, he is the owner of Hoenke & Associates LLC, an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,961 advisors and delivers advisory services largely through model-driven strategies managed by third-party asset managers.

David Morgan is a CFP® with 31 years of industry experience and has been with Stifel in Mankato, MN since 2009. He serves on the board and as treasurer for Connections Ministry, a local homeless shelter. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing guidance through probabilistic modeling and capital market assumptions.

Thomas Sernett is a CFP® with 26 years of industry experience and has been with Stifel since 2009. He is based in Mankato, MN. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Mason Clark is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior experience includes roles at Sanford Health and entrepreneurial activities through Coach Clark LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.

Jared Hoscheit is a financial advisor with Ameriprise in Mankato, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Cambria. He serves as board treasurer for NUMAS Haus, a transitional housing program in New Ulm that supports single mothers and children experiencing homelessness, where he oversees budgeting and financial reporting. 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 through written recommendations and ongoing advice. The firm integrates investment research and third-party data in its approach, with enrollment criteria that require minimum investable assets and incorporate assets managed within Ameriprise.

Matthew Barnes is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. He also acts in a fiduciary capacity for personal trusts. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, employing model-driven investment strategies and offering access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Kayla Olsen is a CFP® and Series 66 credentialed financial advisor at Stifel with six years of experience at the firm and a total of four years in the industry. Prior to joining Stifel in 2020, she worked at Taylor Corporation and Zayo Group. Olsen is co-owner of Latitude 44 Plumbing & Heating LLC and serves on the board and as Campaign Chair for the Greater Mankato Area United Way. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kenneth Meixner is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services that include fee-based financial planning and recommendations of third-party advisers. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

Connor Wurm is a financial advisor with Ameriprise in Mankato, MN, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Eide Bailly LLP and HG&K, Ltd., as well as work outside the financial sector. He is also involved in DTK Enterprises LLC, through which he receives his salary. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kristen Pinette is a financial advisor with Cetera, holding a Series 66 credential and bringing nine years of industry experience. She has worked at Cetera and affiliated firms since 2016 and previously spent over two decades with Eugene R Braam. Outside of advising, she owns a CPA firm specializing in tax preparation and planning and serves as a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management solutions, combining discretionary and non-discretionary services across multiple program structures.

Gary Johnson is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 44 years of industry experience and has been affiliated with MassMutual Life Insurance Company and MML Investors Services since 1996, as well as with Connecticut Mutual Life since 1978. In addition to his advisory role, he is also engaged as an agent in life and health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers event-driven planning services, including estate settlement and employer-sponsored planning, and delivers financial planning through annual, collaborative engagements using firm-approved analytical tools.

Ashley Mc Neal is a financial advisor with RBC Capital Markets in Mankato, MN, holding a Series 66 designation and 10 years of industry experience. Prior to joining RBC in 2021, Mc Neal worked at Colliers Securities LLC, Woodbury Financial, Thrivent Investment Management, and Ameriprise Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a variety of wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm uses tailored investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible investing.