Wayne Trahms is a financial advisor with LPL Financial in Rochester, MN, holding a Series 63 designation and over 53 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Packerland Brokerage Services, Inc. for 18 years and Associated Financial Planners for 32 years. Outside of his advisory role, he is involved in several farming-related business activities. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of proprietary research and third-party strategies.

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 63 and Series 65 credentials and 12 years of industry experience. She has worked at Ameriprise and its affiliated entity Ameriprise Financial Services, Inc. since 2013. 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 and tax-aware withdrawal strategies.

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.

Karolin Lex is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. She is based in Zumbrota, MN, and has held roles at Ameriprise Financial Services, Inc. prior to her current position. Lex serves on the Board of Directors for the Stabilize Zumbrota Families Committee and is involved as Development Committee Co-Chairperson for the National Professional Agricultural Student Organization. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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 advisor with Cetera, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at multiple firms including Cetera Advisor Networks LLC and AdvisorNet Financial Inc. Murdock is also the owner of DeeBee's Portfolio Management & Trading Services LLC and serves as a registered representative for Mayo Employees Federal Credit Union Investments. Outside of finance, she works as a cashier at EagleBrook Church. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing both affiliated and third-party managers across various program structures.

Leann Grover is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at Ameriprise. Her career includes roles at Avantax Advisory Services and 1st Global Advisors, among others. Outside of financial advising, she manages tax and accounting services at Hemann Grover & Co., Ltd. and serves as treasurer on the board of Sunset Ridge Villas. Ameriprise provides comprehensive retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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 with RBC Capital Markets in Rochester, MN, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining RBC in 2025, he spent 13 years at U.S. Bank and U.S. Bancorp Investments, Inc. He serves on the board of directors for the Gift of Life Transplant House, assisting with operational and financial decisions. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored investment strategies and portfolio management options.

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.