Justin Adams is a financial advisor with Ameriprise in Zumbrota, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Dairy Farmers of America from 2019 to 2022. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Clayton Edwards is a financial advisor at Ameriprise with Series 66 registration and four years of industry experience. He has been with Ameriprise since 2020 and has prior work experience that includes roles at Minnesota State University and Shoot N Save. Edwards is also involved with Ikigai Operations LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing a centralized service team and proprietary investment research.

Brian Martin is a CFP® professional with 18 years of experience in the financial services industry. He has been with Ameriprise since 2007, serving in various capacities within the firm. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Daryl Schulz is a financial advisor with Stifel in Rochester, MN, holding the Series 66 designation and 23 years of industry experience. He has worked with Stifel since 2009 and spent one year at UBS Financial Services prior to that. Outside of his advisory role, Schulz serves as a stewardship committee member at Redeemer Lutheran Church and chairs the audit committee for The Landings Homeowner’s Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s approach is based on a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Jacob Knutson is a financial advisor at Edward Jones in Rochester, MN, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018. Prior to his advisory role, he worked at Trader Joe's and attended the University of Wisconsin - Eau Claire. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Noah Pavek is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Bigler Financial Services, Follett, and Karl Manufacturing Solution. In addition to his advisory role, he operates a sole proprietorship offering financial paraplanning services focused on risk tolerance assessment and investment strategy alignment. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and managed account solutions using firm-provided tools and various third-party platforms.

Todd Speltz is a Series 66-licensed financial advisor with Edward Jones in Rochester, MN, with three years of experience at the firm and ten years prior at Ag Partners. Outside of his advisory role, he is involved in real estate investing and farming through Pleasant Country Properties LLC and Pleasant Country Homes LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, as well as affiliated financial services beyond traditional advisory offerings.

Ann Haase is a financial advisor at Robert Baird & Co. with three years of industry experience. She has worked at Baird since 2022 and previously spent 15 years at Wells Fargo Bank. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, combining in-house and third-party managers to implement a range of investment strategies.

William Ferrie is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and 40 years of industry experience. He has been with Primerica Advisors and its affiliated firms since 1986. Outside of advising, he is involved in selling loan products and referring home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by third parties and supports its advisory services with custody and trade execution through Pershing.

Peter Helland is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in managing an investment-related business, DTK Enterprises. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports its financial advisors in delivering tailored retirement income recommendations.

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.