Michael Weelborg is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in several commercial real estate ventures including ownership interests in fitness and wellness facilities, an event space, and other commercial properties in St. Peter, Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Jonathan Schwaegerl is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. Before joining Edward Jones in 2022, he worked in various educational roles from 2008 to 2022. He serves as a board member of the Lake Crystal Area Fastpitch Association, which organizes youth softball activities in Lake Crystal, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Sander Ludeman VII is a financial advisor at Edward Jones in Mankato, MN, holding a Series 66 designation with two years of industry experience. Prior to his current role, he worked in retail at Scheels Mankato where he was involved in stock management, customer service, and sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment advisory programs and a nationwide network of financial advisors and branch offices.

Camden Ludeman is a financial advisor at Edward Jones in Mankato, MN, holding a Series 66 designation. He has been with Edward Jones since 2026 and has a background that includes roles at TruStone Financial Credit Union and the YMCA, as well as being a student at Concordia University, St. Paul. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Andrew Barnick is an Investment Solutions Representative III. In this role, he partners with clients to understand their short- and long-term goals and helps build customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families based on trust, reliability, and competency. Andrew has held several positions in the financial services industry. He worked as an Investment Solutions Representative II and I at Fidelity Investments between 2021 and 2022. Prior to that, he served as Market President and Program Manager and Financial Advisor at SouthPoint Financial Credit Union from 2019 to 2021. From 2014 to 2019, he was the Mankato Area Program Leader and Financial Consultant at Frandsen Bank and Trust. He holds an Arkansas insurance license.

James Lewis is a CERTIFIED FINANCIAL PLANNER™ with 32 years of industry experience, currently advising clients at Ameriprise in Mankato, MN. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise is a large institutional firm serving individuals, particularly those approaching or in retirement with significant investable assets. The firm offers a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Jeffrey Dahlseid is a Financial Advisor with Thrivent Investment Management and holds a Series 66 designation. He has been with Thrivent and its affiliated entities since 2024 and previously spent 23 years at Gustavus Adolphus College, where he currently maintains a research professor role focused on collaborating with undergraduate students and completing academic research. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority, and combines planning with managed-account options under consolidated billing.

Kaylee Phelps is a financial advisor with Edward Jones in Mankato, MN, holding CFP®, ChFC®, and Series 66 credentials, with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Taylor Corporation for two years. She volunteers sorting clothing donations for children through a local youth services organization and participates in a professional women’s networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products, supported by a large national network of advisors and branch offices.

Jedidiah Hansen is a financial advisor with Thrivent Investment Management in Mankato, MN. He holds a Series 66 designation and has been with Thrivent since 2022, including roles at Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial planning topics. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining a separation between the two.

Anthony James is a CFP®-certified financial advisor with 20 years of industry experience, currently with Ameriprise in Mankato, MN. He has been with Ameriprise and its affiliated entities since 2006. Outside of advising, he is involved in several family and business-related holding companies and real estate ventures, including managing a vacation property jointly owned with family members. 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 planning focused on retirement income, utilizing a collaborative, non-discretionary approach supported by proprietary investment research and third-party data.

Jay Berg is a financial advisor with Stifel in Mankato, MN, holding a Series 66 designation and with one year of industry experience. Prior to joining Stifel in 2023, he worked for eight years at Minnesota Valley Federal Credit Union. He is also a licensed public notary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jeremy Drexler is a financial advisor with Edward Jones in North Mankato, MN, holding the ChFC® designation and Series 63 and 66 licenses. He has nine years of industry experience, including prior roles at Northwestern Mutual and a family-owned wholesale and vending business. Outside of advising, he coaches high school basketball for the Mankato School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its large network of advisors and branches, and it offers both discretionary and non-discretionary strategies, affiliated mutual funds, and a securities-based lending option.

Travis Larson is a CFP® certificant with seven years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked for five years at Pioneer Engineering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

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.

Patti Kelly is a financial advisor at Thrivent Investment Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2007. She serves as a General Executive Board Member for Compassion In Action, a nonprofit focused on faith-based disaster relief and community service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering written recommendations on various planning topics without implementation. The firm uses goal-based analyses and offers clients the option to combine planning with managed-account programs under a consolidated billing system.

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.