Steven Novacek is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2025. Outside of his advisory role, Novacek is co-owner of NoMa LLC, a fitness business, and serves as the head volleyball coach for Buffalo High School's varsity team. 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 large network of financial advisors and branch offices nationwide.

James Bidwell is a Series 66-licensed financial advisor with 10 years of industry experience, currently with LPL Financial since 2021. He has prior experience at Waddell & Reed Inc. and various insurance carriers, and has operated a non-variable insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Julie Parks is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors nationwide.

Andrew Michaelides is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ic Advisory Services, Inc., The Investment Center, Inc., and Pinnacle Financial Solutions. Outside of his advisory role, he is employed with Pinnacle Financial Advisors, where he handles paperwork, filing, and appointments. 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.

Timothy Suchy is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with Edward Jones since 2014. 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Raymond Messenbrink is a financial advisor with Ameriprise in St. Michael, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Willson Burggraff is a Series 66 licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Monticello Country Club and Sears Holdings Corporation. 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 under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and fiduciary advisory services.

Jena Cox Backes is a Series 66-credentialed financial advisor with Edward Jones in Buffalo, MN, where she has worked for seven years. In addition to her advisory role, she is an ordained minister and teaches group fitness classes at the Becker Community Center and YMCA. She also has a long-standing involvement with Young Living as a product distributor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Eric Reiner is a financial advisor at Ameriprise in Monticello, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2024, he worked for Beckhoff Automation LLC for 15 years. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports focused on income sources, Social Security options, and withdrawal strategies.

Mike Senechal is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. His career includes positions at Securities America, Securian Financial Advisors, American Portfolios Advisors, and Investment Centers of America. Outside of his advisory work, he serves as a trust officer and agent for fixed insurance products with Bravera Wealth Planning + Investing. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and multiple advisory platforms to manage portfolios across a wide range of investment types.

Thomas Steidl is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Ameriprise since 2014. He owns Steidlbros LLC, which provides payroll services, and serves on the Board of Directors for the Delano Athletic Club. Additionally, he volunteers pro bono CFP® services through the Angel Foundation’s Financial Cancer Care Program and the Coordinated Assistance Network, assisting veterans and military families. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver these services through a centralized consulting team in partnership with financial advisors.

Tobin Hempel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Cetera since 2007 and owns Hempel Tax and Financial, a tax preparation and financial services business. Additionally, he serves as vice president and tax preparer at Hempel Income Tax Service, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

Jerron Mc Donald is a financial advisor with Thrivent Investment Management in Otsego, MN, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining Thrivent in 2021, he worked for Luther Automotive Group from 2014 to 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Mark Rethman is a CFP® and ChFC® professional with 17 years of experience in the financial services industry, all of which have been with Edward Jones. He holds the Series 66 designation and is based in Buffalo, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services under a fiduciary standard, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Joshua Otto is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in various school districts for over a decade. Outside of advising, he also works as a delivery driver for Door Dash. 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Andrew Greene is a financial advisor at OSAIC with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Woodbury Financial Services, SA Stone Wealth Management, Wells Fargo Advisors, Bank of America, and Merrill. Greene is president of Northpointe Wealth Management, LLC, where he offers traditional fixed insurance products, and he is also involved in managing a hunting property in northern Minnesota. OSAIC serves a diverse client base including retail investors, high-net-worth individuals, pensions, corporations, and charitable organizations, providing integrated brokerage and advisory services with a range of investment options and third-party management solutions.

Stephanie Novacek is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016 and has been involved with Wright Lumber & Millwork, a retail building materials and contracting business, since 1992. Novacek holds a role as secretary at Wright Lumber & Millwork and is co-trustee of a family trust managing a cabin property. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Lawrence Tate is a financial advisor at Cetera with 26 years of industry experience. He holds the ChFC® and Series 66 credentials and has worked with firms including Cri Securities and Midwest Wealth Advisors. Outside of advisory roles, he serves on the board of a homeowners association in Clearwater, Florida. 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 large network of independent advisors, utilizing a multi-manager platform with access to both affiliated and unaffiliated managers.

Brandon Schaa is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked in education with roles at Anoka-Hennepin School District, Richfield Independent Schools, and Elk River Public Schools. He also has experience at Wayzata Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment advisory programs with a nationwide network of financial advisors and maintains affiliated services beyond traditional advisory offerings.

Eric Lindquist is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.