Angela Pierce is a financial advisor with LPL Financial based in Rochester, MN. She holds the CFP® designation and has 16 years of industry experience, including prior roles at Punch & Associates Investment Management, Inc. and Merrill. Angela is also a licensed notary in Minnesota and operates a separate advisory-related business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Bennett II is a financial advisor with Edward Jones in Rochester, MN, holding CFP® and Series 66 credentials and bringing 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he manages an office condominium through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Martha Macken Elliott is a financial advisor at Cetera with 25 years of industry experience. She holds a Series 66 designation and has been with Cetera and its affiliated entities since 2013. Elliott is also a registered representative at the Mayo Employees Federal Credit Union, where she provides financial services. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that incorporates both affiliated and third-party managers.

Mark Johnsrud is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and 22 years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, the Mayo Foundation, and Chatfield School District. Outside of investment advising, he is involved in the sale of home security and automation products, as well as loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily via model-delivery strategies managed by unaffiliated asset managers and supports its program with custodial and trade execution services through Pershing and BNY Mellon Advisors.

Randi Martens is a financial advisor with LPL Financial, holding a Series 66 license and nine years of industry experience. She has previously worked with firms including Sara L. Tilberg, LLC, and Waddell & Reed Inc. Outside of her advisory role, Martens owns a martial arts instruction business and a homemade products venture. 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 portfolio programs and third-party asset management.

James Galkowski is a CFP® professional with 36 years of industry experience, currently serving at Robert W. Baird & Co. since 2021. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he owns and operates a prairie restoration business in Preston, MN. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kayla Erie is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2017 and previously spent one year at Enterprise Rent-A-Car. Erie is also involved in independent insurance brokering, specializing in Medicare Supplement and health plans. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies.

Idris Idiris is a Series 66 licensed financial advisor with Merrill in Rochester, MN, having approximately one year of industry experience. His prior roles include positions at U.S. Bank and Winona State University. Outside of his advisory work, he is involved in food delivery services with DoorDash and Uber Eats and provides personal care services through South Star Care. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Timothy Ernste is a financial advisor with RBC Capital Markets in Rochester, MN, holding a Series 66 designation and 19 years of industry experience. His career includes positions at City National Bank, Raymond James Financial Services, and Bremer Bank. Ernste serves on the boards of Rochester Central Lutheran School and Trinity Lutheran Church, assisting with budgeting and financial guidance. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs featuring tailored portfolio management, financial planning, and custody services. The firm offers access to in-house and third-party investment managers and integrates multiple strategies including tax management and responsible investing.

Shane Langenbrunner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works directly with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Shane leverages investment insights from Merrill as well as banking and lending solutions through Bank of America to create flexible approaches that respond to changing market conditions. He holds a Bachelor's Degree from St. John’s University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Shane is committed to participating in and volunteering with organizations within the communities he serves, reflecting his adherence to Merrill’s tradition of community involvement.

Nathan Larson is a financial advisor at Thrivent Investment Management in Rochester, MN, holding a Series 66 designation. He began his advisory career in 2024 after prior roles at Ameriprise, Label Works (Taylor Corporation), and Home Depot. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics without implementation. The firm’s approach includes combining planning with managed-account programs under consolidated billing while maintaining separate planning and portfolio management services.

Robert Mattson is a financial advisor at Osaic with 19 years of industry experience. He holds a Series 66 license and has worked previously at LPL Financial, Diversified Financial Advisory Group, and FSC Securities Corporation. Mattson is also the owner and president of Diversified Financial Group Inc. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by a range of asset-allocation tools, third-party money managers, and both discretionary and non-discretionary portfolio management options.

Barbara Amberg O'connor is a financial advisor with Ameriprise in Rochester, MN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Ameriprise since 2012 and also works as a consultant for F & G Management LLC, providing investment analysis and client consulting. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning with a combination of investment research and algorithmic tools.

David Pieper is a financial advisor with LPL Financial in Rochester, MN, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2025, he spent 21 years with Mutual/United Of Omaha. Outside of his advisory role, he is a business owner of Caledonia Inn and operates Pieper Farms. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations.

Adam Broich is a financial advisor with Ameriprise in Rochester, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he is a registered team member at BDLR Group, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, providing personalized recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services, emphasizing holdings in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated team.

Kaitlyn Monson is a financial advisor with Ameriprise in Rochester, MN, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. 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 clients approaching or in retirement with written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

Bennet Baker is a financial advisor with Ameriprise in Rochester, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Hydrite Chemical Co. and South Dakota State University. Outside of his advisory role, he is a co-owner of Excelsior Snow Removal LLC. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, offering detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions.

Richard Flack is a financial advisor with Merrill in Rochester, MN, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Merrill since 1984 and has also been associated with Bank of America since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Thieke is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2018, previously spending two years with Signator Investors and over two decades with Advanced Financial. Outside of finance, he owns and operates a small kennel where he trains and raises bird dogs. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage and advisory services through a large network of affiliated financial advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a wide range of investment vehicles.

Earl Helder Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with high net worth clients to help them achieve their long-term financial goals, focusing on wealth management through goals planning and asset allocation to implement strategies designed for successful asset management and retirement planning. Earl joined Merrill Lynch Wealth Management in 1995 after earning a B.S. in Finance and a B.A. in Economics from Winona State. He has earned the Chartered Financial Consultant® (ChFC), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA) designations. His areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of his professional role, Earl has personal interests in biking, chess, hiking, ice hockey, music, racquetball, reading, spending time with his family, traveling, and watching movies.