Conner Mars is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2015, previously spending six years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using both in-house and third-party managers, leveraging its capital-markets capabilities and affiliated asset managers.

Doran O'Brien is a financial advisor with Edward Jones in Scandia, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as president of O'Brien Management LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Jeffrey Hagen is a CFP®-designated financial advisor with LPL Financial, where he has worked since 2005. He has 35 years of industry experience and holds a Series 63 license. Outside of his advisory role, he serves as Treasurer and board member of St Johns Home Corp in Stillwater, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Courtney Doerfler is a financial advisor with LPL Financial in Hudson, WI, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with GWM Advisors, LLC and Investment Centers of America, Inc. prior to her current role. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Daren Powers is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ credential along with Series 63 and Series 65 licenses. He has 28 years of industry experience and a background that includes long-term roles with Avantax Advisory Services and Avantax Investment Services. Powers is also a CPA and operates a tax preparation and accounting business, Daren J. Powers, CPA S.C. He is an investor in a software development company focused on fishing data logging and participates in managing a shared services company supporting financial advisors. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that supports a variety of investment strategies and program structures.

Sara Paradies is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 10 years of industry experience. She has been with Thrivent Financial and its affiliates since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Brian Bedford is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2005 and holds a Series 63 designation. Outside of advising, he receives book royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Jennifer Olson is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2012 and with Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers various investment programs alongside both retail and institutional services.

Jonathan Timm is a Series 66-registered financial advisor at Edward Jones with nine years at the firm and eight years of industry experience. Prior to joining Edward Jones in 2017, he was involved in the hospitality industry for over a decade. He serves on the board of the Somerset Memorial Scholarship Fund, assisting with scholarship applications and volunteering at school events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and provides discretionary and non-discretionary strategies along with affiliated investment products.

Shannon Mehls is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Cambridge Investment Research Advisors and its affiliate since 2016 and has a longer tenure at J A Counter & Associates dating back to 2005. Outside of advising, she serves as a board member of Prairie Bar, Inc. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolios and proprietary and third-party strategies tailored to client objectives.

Anthony Larson is a financial advisor with Ameriprise in New Richmond, WI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendations delivered through a centralized consulting team.

John Ehlers is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he focuses on helping clients manage their wealth through personalized financial strategies. He works closely with clients to develop tailored approaches that align with their long-term goals, drawing on the resources of Merrill for investment insights and Bank of America for banking and lending solutions. With a career dedicated to building trusting relationships, John specializes in providing advice and guidance for complex personal and business financial situations. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Iowa. In addition to his professional role, John is actively involved in community service, volunteering with local organizations in line with Merrill’s tradition of community participation.

Kevin Flynn is a financial advisor with LPL Financial based in Hudson, WI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2017 and also provides investment advisory services through GWM Advisors, LLC, an independent firm he has been involved with since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Zachary Huppert is a financial advisor with LPL Financial, holding the Series 66 designation and having two years of industry experience. His prior roles include positions at NewEdge Advisors, LLC and CPR Wealth Advisors. He also provides administrative support to NewEdge Advisors, an independent investment advisor firm. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

John Leonard is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Bradley Vick and Northwestern Mutual Wealth Management Company. Leonard also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and research to support both discretionary and non-discretionary management.

Kurt Kern is a financial advisor with Ameriprise in Hudson, Wisconsin, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kern serves on the Board of Directors for the Boys and Girls Club of Greater Chippewa Valley. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm utilizes a centralized consulting team to deliver research-driven, non-discretionary recommendations that integrate tax efficiency and adaptive withdrawal strategies, supported by algorithmic automation and ongoing oversight.

Donald Klitz is a financial advisor at Edward Jones in New Richmond, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Altis for two years and was involved with New Richmond High School and New Richmond Area Centre in various roles. 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 operates through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Pasquale Frattalone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Cambridge since 2011. Outside of his advisory role, he operates as an independent insurance agent specializing in health, life, long-term care, and disability insurance, and serves on the supervisory committee of a Minnesota credit union. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Michael Arnold is a Series 66 designated financial advisor with LPL Financial in Minneapolis, MN, where he has worked since 2004. He has 25 years of industry experience. Outside of his advisory role, he is involved in managing farmland investments through an LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Shawn Gray is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2013 and concurrently at The Northwestern Mutual Life Insurance Company since 1992. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.