Nathan Boenish is a financial advisor at Edward Jones in Sartell, MN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Morgan Stanley/E*Trade and Prudential Financial. Boenish’s background also includes work in construction with CBS Construction Services, Inc. and RL Larson Excavating, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment options under a fiduciary standard.

Kristina Kelm is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Stearns Bank N.A. and St Cloud Federal Credit Union. Outside of her advisory role, she serves as a board member for the Eden Valley Chamber and manages the financial aspects of her family’s farm operations, which include crop production and cattle raising. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic financial analyses without portfolio management or discretionary trading authority.

Madison Molitor is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work experience including managing a residential rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Doreen Douvier is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior work includes roles at Medtronic, Real Staffing, and Reprise Biomedical. She is involved in sales of home security and automation products through Primerica Client Services, an affiliated company. Primerica Advisors is a large institution serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-driven strategies managed by third-party asset managers, supported by custody and trade execution services from Pershing and BNY Mellon Advisors.

Nyles Gentz is a financial advisor with OSAIC, holding a Series 63 designation and bringing 30 years of industry experience. He has previously worked at Woodbury Financial Services, Inc., Questar Asset Management, and Questar Capital Corp. Gentz is also the co-author of a book titled *Sowing the Seeds of Retirement*, with proceeds benefiting the Wounded Warrior Project. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services along with access to multiple third-party money managers and managed-account solutions.

Jaclyn Gwost is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment options under a fiduciary standard.

Alex Scepaniak is a financial advisor with Osaic Wealth Inc. in Avon, MN, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Osaic, he worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies connected to Primerica. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, providing integrated brokerage, advisory, financial planning, and retirement consulting services through a large network of advisers and multiple platforms. The firm employs various asset allocation tools and supports both discretionary and non-discretionary account management.

Darin Amundson is a financial advisor with UBS Financial Services in St. Cloud, MN, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. He has been with UBS since 2006 and serves concurrently in the U.S. Army Reserve as a Staff Sergeant with responsibilities in water distribution. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering access to proprietary research, market-making activities, and affiliated banking programs.

Kevin Bright is a financial advisor at OSAIC with nine years of industry experience. He has held positions at Woodbury Financial Services and Allianz Life, and owns Bright Financial Services LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple investment platforms and third-party managers.

Rachael Egge is a financial advisor at UBS Financial Services in St. Cloud, MN, holding a Series 66 designation with six years of industry experience. She previously worked at Kensington Bank before joining UBS in 2017. Outside of her advisory role, Egge owns and operates Spaw Day Dog Grooming LLC and works as a sous chef at St Cloud Downtown Hotel, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary research and model-based asset allocations.

Erik Hanson is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a variety of financial topics without managing client portfolios on a discretionary basis. The firm combines holistic, goal-based planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Joshua Hall is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has served in the Navy since 2010 and has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of advisory roles, Hall is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Sue Swanson is a financial advisor at Ameriprise Financial Services LLC with five years of industry experience. She holds the Series 66 designation and previously worked for Marco Technologies, LLC for ten years. Sue is based in St. Cloud, 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 annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Jacobs is a financial advisor with Cetera, holding CFP® and Series 63 designations and bringing 23 years of industry experience. He has worked at firms including Securian Financial Services and Minnesota Life Insurance Company, and currently operates David M. Jacobs & Associates, Inc. Outside of his advisory role, Jacobs is involved in financial services through North Star Resource Group and owns JF Legacy Properties LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate entities, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various program structures and third-party money managers.

Paul Tomczik is a Series 66 credentialed financial advisor with 16 years of experience, currently practicing at Edward Jones in Albany, MN since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryant Hanna is a financial advisor with Thrivent Investment Management in Saint Cloud, MN. He holds a Series 66 designation and has been with Thrivent since 2025. Prior to joining the firm, he worked at various organizations including St Cloud State University and Lies Law Office. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed account services under a consolidated billing option called WealthPlan.

Terry Hjort is a financial advisor at LPL Financial with 26 years of industry experience and holds Series 63 and Series 65 credentials. He has been with LPL Financial since 2004. Outside of advisory activities, he owns farmland used for hunting and crop production. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Jon Douvier is a financial advisor with LPL Financial in St. Cloud, MN, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Bremer Bank, Raymond James Financial Services, and Northwestern Mutual. He serves as a board member of the Cold Spring Fire Department Relief Association and is involved with the City of Cold Spring. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, and institutions.

Patrick Goltz is a financial advisor at LPL Financial with 20 years of industry experience. He has held his current position since 2010 and previously worked at Edward Jones from 2008 to 2010. He holds Series 63 and Series 66 licenses and is based in Avon, Minnesota. Outside of his advisory role, Goltz is involved with Atlas Staffing in the Minneapolis/St. Paul area on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of strategies.

Kenneth Olson is a financial advisor with LPL Financial in Sartell, MN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously operated Kenneth H.T. Olson Ltd for 43 years before joining LPL Financial in 2015. Outside of his advisory role, Olson serves as chief manager of Pine Point Aviation, an entity that holds his personal airplane. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial products and partnerships.