Jeffrey Hagen is a CFP® with 35 years of industry experience, currently affiliated with LPL Financial since 2005. He serves as Treasurer on the board of St Johns Home Corp, a for-profit entity in Stillwater, MN. Hagen also contributes to Producer's Insight by forwarding financial company advertising materials. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Courtney Doerfler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has previously worked with Investment Centers of America, Inc. and has been associated with GWM Advisors, LLC for the past eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management solutions delivered through a large 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 23 years of industry experience. She has worked with Morgan Stanley Private Bank since 2016 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models as part of its financial planning process.

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.

Scott Thole is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of experience helping high net worth families develop and manage financial strategies. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Advisor in Philanthropy® designation, offering expertise in areas such as financial independence, risk management, retirement planning, tax minimization, trust structures, estate planning, and charitable giving. Before joining Merrill Lynch, Scott served as Vice President at Morgan Stanley in Chicago for a decade, gaining insight into leading financial firms. He co-founded Chicago HOPE, a nonprofit organization providing four-year college scholarships and mentoring to low-income students, which has maintained a 100% graduation rate since its inception in 2006. Scott earned his MBA from St. Xavier University and his bachelor's degree from St. Mary's University. He lives in North Oaks, Minnesota, with his wife, Julie, and their three daughters.

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 Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that align with clients' individual goals and the dynamic conditions of today's market. With a career dedicated to assisting clients in achieving their financial objectives, John emphasizes building relationships founded on trust and mutual understanding. He and his team provide advice and guidance tailored to both personal and business financial needs, aiming to help clients pursue what matters most to them. John holds a Bachelor's Degree from the University of Iowa and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) professional designations. He is also committed to community involvement and spends time volunteering with local organizations.

Kevin Flynn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at several firms, including GWM Advisors, LLC dba CPR Wealth Advisors, Investment Centers of America, Edward Jones, and Wells Fargo Clearing. In addition to his role at LPL, he provides investment advisory services through GWM Advisors, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by research and technology tools.

Zachary Huppert is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked at NewEdge Advisors and CPR Wealth Advisors, among other roles. Outside of advising, he provides administrative support to NewEdge Advisors, an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, combining extensive scale with diversified financial activities.

John Leonard is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 17 years of industry experience. His prior positions include roles at Bradley Vick and Northwestern Mutual Wealth Management Company. He is also commissioned as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Kurt Kern is a financial advisor with Ameriprise in Hudson, Wisconsin, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Kern serves on the Board of Directors for the Boys and Girls Club of Greater Chippewa Valley. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, asset allocation, and tax-aware withdrawal strategies.

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.

Matthew Casey is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Invest Financial Corporation and Royal Credit Union, where he continues to be involved. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a variety of financial planning and investment management services, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

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 financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 license and 26 years of industry experience. He has worked at LPL Financial since 2004 and previously at Ameriprise from 2000 to 2004. Outside of his advisory role, Arnold has involvement in farmland investment through an LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.