Aaron Wurm is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. Prior to his advisory role, he held positions at Applebee’s Neighborhood Grill + Bar and J&B Group, and attended Minnesota State University, Mankato. Outside of his advisor role, he is involved with DTK Enterprises LLC in Austin, MN. 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 focused on dependable income and tax-aware withdrawal strategies.

Jordan Carver is a Series 66-licensed financial advisor with Edward Jones in Mankato, MN, where he has been practicing since 2015. He has 10 years of industry experience. Outside of his advisory role, he serves as a volunteer firefighter with the North Mankato Fire Department and is a worship leader at Riverridge Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Meghan Anderson is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2017. She has eight years of experience in the financial industry and previously worked at Best Buy for eleven years. 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 provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Jones is a CFP® professional with 25 years of experience, currently serving at Thrivent Investment Management in Saint Peter, MN. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is involved in managing several real estate entities and assists clients with individual health insurance products, including Medicare plans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across a broad range of financial topics. The firm offers planning engagements separately from managed-account services and conducts periodic reviews of recommendations without accepting discretionary trading authority.

Shawn Hoenke is a financial advisor at Primerica Advisors with 20 years of industry experience. He has been with Primerica Financial Services since 2006 and Primerica Advisors since 2007. Hoenke is registered with a Series 63 designation and is based in Mankato, MN. Outside of his advisory role, he is the owner of Hoenke & Associates LLC, an entity formed for Primerica business purposes. Primerica Advisors sponsors 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 operates at scale with approximately 3,961 advisors and delivers advisory services largely through model-driven strategies managed by third-party asset managers.

David Morgan is a CFP® with 31 years of industry experience and has been with Stifel in Mankato, MN since 2009. He serves on the board and as treasurer for Connections Ministry, a local homeless shelter. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing guidance through probabilistic modeling and capital market assumptions.

Thomas Sernett is a CFP® with 26 years of industry experience and has been with Stifel since 2009. He is based in Mankato, MN. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Mason Clark is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior experience includes roles at Sanford Health and entrepreneurial activities through Coach Clark LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.

Jared Hoscheit is a financial advisor with Ameriprise in Mankato, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Cambria. He serves as board treasurer for NUMAS Haus, a transitional housing program in New Ulm that supports single mothers and children experiencing homelessness, where he oversees budgeting and financial reporting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm integrates investment research and third-party data in its approach, with enrollment criteria that require minimum investable assets and incorporate assets managed within Ameriprise.

Matthew Barnes is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. He also acts in a fiduciary capacity for personal trusts. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, employing model-driven investment strategies and offering access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Kayla Olsen is a CFP® and Series 66 credentialed financial advisor at Stifel with six years of experience at the firm and a total of four years in the industry. Prior to joining Stifel in 2020, she worked at Taylor Corporation and Zayo Group. Olsen is co-owner of Latitude 44 Plumbing & Heating LLC and serves on the board and as Campaign Chair for the Greater Mankato Area United Way. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kenneth Meixner is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services that include fee-based financial planning and recommendations of third-party advisers. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

Connor Wurm is a financial advisor with Ameriprise in Mankato, MN, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Eide Bailly LLP and HG&K, Ltd., as well as work outside the financial sector. He is also involved in DTK Enterprises LLC, through which he receives his salary. 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.

Kristen Pinette is a financial advisor with Cetera, holding a Series 66 credential and bringing nine years of industry experience. She has worked at Cetera and affiliated firms since 2016 and previously spent over two decades with Eugene R Braam. Outside of advising, she owns a CPA firm specializing in tax preparation and planning and serves as a power of attorney for a family member. 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 various portfolio management solutions, combining discretionary and non-discretionary services across multiple program structures.

Gary Johnson is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 44 years of industry experience and has been affiliated with MassMutual Life Insurance Company and MML Investors Services since 1996, as well as with Connecticut Mutual Life since 1978. In addition to his advisory role, he is also engaged as an agent in life and health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers event-driven planning services, including estate settlement and employer-sponsored planning, and delivers financial planning through annual, collaborative engagements using firm-approved analytical tools.

Ashley Mc Neal is a financial advisor with RBC Capital Markets in Mankato, MN, holding a Series 66 designation and 10 years of industry experience. Prior to joining RBC in 2021, Mc Neal worked at Colliers Securities LLC, Woodbury Financial, Thrivent Investment Management, and Ameriprise Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a variety of wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm uses tailored investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible investing.

Deena Lindstrom is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Primerica since 2001 and is also involved with local educational and church organizations in Saint Peter, Minnesota. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and provides a tiered wrap-fee structure for its services.

Chad Salzwedel is a financial professional with 25 years of industry experience, currently affiliated with Cetera since 2023. He holds the Series 63 and Series 65 designations and has previously worked with Minnesota Financial Services, Securian Financial Services, and Minnesota Life. Outside of his advisory role, he serves as a volunteer firearms safety instructor, is a director on a local golf course board, and participates in community outreach through the St. Peter Ambassadors. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party investment strategies across various program structures.

Melvin Soderlund is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Minnesota Unemployment, Lindsay Windows Inc, and Minnesota State University, Mankato. He is also engaged in outside employment as an associate financial advisor with DTK Enterprises, assisting with advisor/client meetings and discretionary trades. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sandra Gieseke is a financial advisor at Ameriprise with 12 years of industry experience. She holds the Series 66 designation and has been with Ameriprise Financial Services since 2013. Outside of her advisory role, she is involved with DTK Enterprises LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.