Brenden Knutson is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2022. Prior to his current role, he held positions in education and at companies such as Mills Fleet Farm and KMTelecom. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Jennifer Charlson is a Series 66 licensed financial advisor with Edward Jones in Rochester, MN, and has six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Sanford Health and was involved with 4Cut Inc. and SFME Inc. She is a silent partner in a hair salon business in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Abigail Hofer is a financial advisor at Edward Jones in Rochester, MN, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, she worked for six years at Banfield Pet Hospital, where she held roles including Veterinarian Assistant and Shift Lead. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Carrie Exley is a financial advisor with Ameriprise in Cannon Falls, MN, holding Series 63 and Series 66 designations and 18 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Additionally, she is involved in independent insurance brokering with affiliations to AIG and One America. Ameriprise provides retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Connor Parent is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. His prior work includes roles at IBM, Northwestern Mutual, Travelers, and various positions before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while maintaining separate delivery of each service.

Brent Fisher is a financial advisor with Stifel in Rochester, MN, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He previously worked at U.S. Bank from 2011 to 2024 before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Janet Flack is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has worked since 1984. In her role, she focuses on developing customized financial strategies, addressing clients' retirement and estate planning needs, and overseeing investment manager search and selection. She serves clients in areas including corporate executive services, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Janet graduated Magna Cum Laude from Winona State University with a bachelor's degree in business administration and a minor in economics. She earned the Certified Investment Management Analyst (CIMA) designation in 2002, a credential administered by the Investments & Wealth Institute in conjunction with The Wharton School, University of Pennsylvania. Additionally, she completed professional coursework in Foundations of Investment Management at the Stanford University Graduate School of Business in 2011. Outside of her professional work, Janet enjoys cooking, golfing, reading, and traveling.

Robert Reynolds is a CFP® with 18 years of industry experience currently serving as a financial advisor at LPL Financial since 2021. He previously worked at Waddell & Reed, Inc. for nine years and has additional experience with various insurance carriers. Outside of his advisory role, he is involved in non-variable insurance activities and maintains outside employment unrelated to investment advising. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, supported by technology tools to assist advisors in managing client portfolios.

John Bigler is a CERTIFIED FINANCIAL PLANNER™ professional with four years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously served in the United States Army and worked at Royal Alliance Associates, Inc. Additionally, he is the owner of John Bigler Financial Services LLC, an entity used to organize business operation expenses and taxes. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party platforms to manage portfolios across various investment vehicles.

Clayton Timmerman is a CFP® professional with 15 years of experience at Edward Jones in Rochester, MN. He has served as a financial advisor at the firm since 2011. Outside of his advisory role, Timmerman is involved as Chief Operations Officer at Birchlawn Place Counseling Center, a mental health therapy practice. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, corporate, and charitable clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated capabilities supported by a nationwide network of financial advisors and branch offices.

Cody Larson is a financial advisor at Stifel in Rochester, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel, he worked at Ecolab for three years and has experience in landscaping and retail. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Michelle Backholm is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Morgan Stanley and Stifel. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored strategies, combining in-house and third-party investment managers and customized portfolio management options.

Joseph Kalis is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 license and 26 years of industry experience. His work history includes roles at RIHM Leasing, Inc., Sanco Equipment, LLC, and Lawrence Leasing Inc., alongside his long tenure at Primerica. He is involved in the sale of investment-related products and also participates in referral activities for home security and automation services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Mary Jane Dewitte is a financial advisor with Edward Jones in Rochester, MN, holding a Series 66 designation and 24 years of industry experience, all with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and supports its services with a large network of financial advisors and branch offices nationwide.

Aaron Thurow is a Series 66-licensed financial advisor with Ameriprise Financial Services, bringing seven years of industry experience. He previously worked at Edward Jones and has held roles in insurance and food services. Outside of his advisory work, Thurow serves as a volleyball referee for local middle and high school matches. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team collaborating with advisors.

Cheryl Helder is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 2014 following experience as a financial analyst at a large computer services firm. Cheryl works alongside her husband and son, supporting families, individuals, and small business owners with personalized wealth management strategies and guided investing. As a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor (PIA), Cheryl focuses on areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, and retirement income. She aims to empower clients to live for today while planning for tomorrow by developing tailored financial strategies designed to help clients pursue their long-term goals. Cheryl holds a bachelor's degree from the University of Wisconsin System. Outside of her professional work, Cheryl spends time with family and friends at home and at the cabin. She also volunteers with community organizations, continuing the Merrill tradition of community participation. Her personal interests include boating, cooking, traveling, and watching movies.

Andrea Bredesen is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has professional experience at Ameriprise, Western Governors University, Return, LLC, Riverland Community College, and MassMutual. Outside the industry, she has been a homemaker since 2008. 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.

Jill Roux is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She has held roles at Robert W. Baird & Co. since 2021 and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined 28 years. She holds a Series 66 designation. Jill is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of strategies, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Matthew Winkle is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at Merjent and Sevenwinds Casino. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, while generally acting in an advisory capacity for plans.

Bailey Doll is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise, Bailey gained diverse work experience including roles at Wild Bill's Sports Saloon and The Tap House. Outside of finance, Bailey assists with family farm operations at Wilhelm Farms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through written reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.