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James H

Series 63, Series 65

Centerville, MN

LPL Enterprise

James Hershey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC. since 2001. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform that combines advisory programs with product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Austin M

Series 66

Blaine, MN

Ameriprise

Austin Murphy is a financial advisor with Ameriprise in Cottage Grove, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Murphy serves on the Board of Directors for Landing at North Meadows. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing tailored recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Doreen W

Series 63, Series 65

Forest Lake, MN

OSAIC

Doreen Weber is a financial advisor at OSAIC with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Sagepoint Financial, Woodbury Financial, and Infinex Investments. Weber also operates Weber Consulting and serves as a Compliance and Supervision Specialist for Five Star Financial Resources. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm integrates brokerage and advisory services through multiple platforms, using asset-allocation tools and risk-assessment processes to manage portfolios that include a range of investment securities with discretionary or non-discretionary account options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jon J

Series 66

Andover, MN

Edward Jones

Jon Jezierski is a financial advisor at Edward Jones in Andover, MN, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Patterson Companies, Inc. and Cargill, Inc. Outside of his advisory role, he manages a rental property. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors, with a broad national network of financial advisors and offices. The firm provides a range of investment strategies and affiliated services under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Jennifer C

Series 65, Series 63

Andover, MN

Cetera

Jennifer Conneran is a financial advisor at Cetera with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Concourse Financial Group Securities Inc and ProEquities, Inc. Outside of investment advising, she also manages strategic sourcing activities in a non-investment related role. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment managers and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kristopher W

Series 66

Coon Rapids, MN

Ameriprise

Kristopher Wiege is a financial advisor with Ameriprise Financial Service, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise since 2002, including 15 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in business management at InnerBeauty Med Spa, Inc., which offers spa services and retail sales. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering comprehensive written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-based modeling to create tailored retirement income plans and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joshua M

CFP®, Series 66

Coon Rapids, MN

Ameriprise

Joshua Mancell is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 20 years. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and a structured oversight process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jacqueline M

Series 66

Coon Rapids, MN

Wells Fargo Clearing

Jacqueline Mjolhus is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory work, she serves as treasurer for the Northern Starz Theater Company and the Anoka High School Tennis Booster Club, and is a distributor for Young Living Essential Oils. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Eric R

Series 63, Series 66

Coon Rapids, MN

Wells Fargo Clearing

Eric Rousslange is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. He has been with Wells Fargo Bank, N.A. since 2005. 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.

Retired Founder/Business Owner
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Wendy E

Series 63

Blaine, MN

Cetera

Wendy Engen is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 63 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she serves as the secretary of the Lakes of Blaine Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alexander M

CFP®, Series 66

Blaine, MN

Cetera

Alexander Mayrand is a CFP® professional with 22 years of industry experience, currently affiliated with Cetera. He has held various roles including Vice President at MRK Financial Solutions, Inc., and has over a decade of experience with Avantax entities. He also serves as Chief Investment Officer and Senior Advisor at TruPlan Financial Planners, where he focuses on financial planning and portfolio management. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michelle Y

CFP®, ChFC®, Series 63, Series 66

Blaine, MN

Ameriprise

Michelle Young is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 27 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she is president and owner of MAY, Inc., manages a vacation rental business, and participates in several charitable organizations including the Ronald McDonald House Charities Investment Committee and TPC ROSE, a local women’s philanthropic group. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Patrick G

Series 63

Forest Lake, MN

Edward Jones

Patrick Growe is a financial advisor with Edward Jones in Forest Lake, MN, holding a Series 63 designation and 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he manages rental properties in Forest Lake and Circle Pines, MN. 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 solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Retirement income strategy Planning for children with special needs Retired Founder/Business Owner Executive
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Bradley B

Series 63, Series 65

Forest Lake, MN

OSAIC

Bradley Beck is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Beck is a board member of Gentry Academy, contributing to school operations. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Justin P

CFP®, Series 65, Series 66

Ham Lake, MN

Cetera

Justin Prescott is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Advisory Services and Avantax Investment Services, and has experience as an independent insurance agent through Advisornet Insurance. Prescott is also president of TruPlan Financial Planners, a financial advisory firm. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Virgil B

Series 63

Blaine, MN

OSAIC

Virgil Brenny is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services Inc. and National Planning Corporation. Brenny also operates ST CROIX WEALTH MANAGEMENT, an LLC providing securities services. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a wide range of advisory and brokerage services through a large network of affiliated advisors and multiple platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Holly C

Series 66

Blaine, MN

Cetera

Holly Clemence is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Cetera. She has prior experience at Equitable Advisors and New York Life Insurance Company. Clemence holds a board fiduciary position as Secretary for Women Entrepreneurs of Minnesota. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeremy M

Series 63, Series 66

Forest Lake, MN

Raymond James Financial

Jeremy Mandler is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior work includes positions at Wells Fargo Advisors and a six-year tenure at Lyft. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Douglas B

CFP®, ChFC®, Series 63

Centerville, MN

Cetera

Douglas Box is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 31 years of experience in the industry. He has worked with multiple firms, including AdvisorNet Wealth Partners and Box Financial Advisors, which he owns. In addition to his financial advisory activities, Box is involved in life coaching through the Exceptional Life Project and manages a numismatics business focused on Bitcoin server performance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bradley K

Series 66

Coon Rapids, MN

Wells Fargo Advisors

Bradley Kustermann is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2013. He is also involved in private financial advising services through Bradley Kustermann LLC and holds ownership in Freedom Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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