Darien Timmerman is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at CHS Inc, Robert Half Corporation, and TARGET. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Daniel Petersen is a financial advisor with Ameriprise in Rochester, MN, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Commonwealth Financial Network and Think Mutual Bank. Petersen serves as Secretary on the Board of Directors for the Windamere Woods Homeowners Association. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Olson is a financial advisor with Morgan Stanley in Rochester, MN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Olson serves on the volunteer board of Season's Hospice, supporting leadership and strategic planning for the organization, and is involved with a charitable foundation focused on humanitarian and economic assistance. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes, serving in an advisory capacity without providing individual security recommendations as part of standalone plans.

Jana Holst is a financial advisor with Morgan Stanley in Rochester, MN, holding a Series 63 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering comprehensive financial planning supported by firm-approved tools and a range of investment programs.

Paul Kom is a financial advisor at Edward Jones in Rochester, MN with six years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Northwestern Mutual Life and has experience in the hospitality sector with various restaurants. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

William Sloan is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 38 years of industry experience, including roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. He is based in Rochester, MN. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning methods.

Catherine Olson is a financial advisor at Morgan Stanley in Rochester, MN, holding a Series 66 designation with three years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved in property ownership related to real estate. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Hannah Selness is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and has worked at several firms, including Haberman and Clutch. Outside of her advisory role, she serves as a committee member at First Lutheran Church in Red Wing, MN, where she reviews and provides feedback on the church budget. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics and provides a consolidated billing option called “WealthPlan” that separates planning from managed-account services.

Kellie Eggert is a financial advisor with Primerica Advisors in Lewiston, MN, holding Series 63 and Series 65 credentials and having 22 years of industry experience. She has worked with PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. Outside of her advisory role, she is a self-employed distributor for Young Living and Nature Sunshine, which are not investment-related businesses. 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 curates third-party asset managers and provides a tiered wrap-fee structure rather than fixed fees.

John Beise is a financial advisor with LPL Financial in Rochester, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Waddell and Reed, Inc. and was involved with various insurance carriers through W & R Insurance Agencies. 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 provides a range of advisory and brokerage services, including financial planning and access to multiple investment platforms through a network of more than 22,800 advisors.

Troy Knutson is a financial advisor with Edward Jones in Stewartville, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns and operates a small beef farm in Kasson, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Bruce Timmerman is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2006. Outside of his advisory role, he is president and treasurer of Hillside Hideaway LLC, which owns commercial property in Rushford, Minnesota. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, with fiduciary standards and additional affiliated services such as trust and securities-based lending.

Andrew Neumann is a financial advisor with Thrivent Investment Management in Rochester, MN. He holds a Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked in public education for several years. Neumann is the sole owner of Harvest Workers, LLC, a nonprofit entity that manages equipment and donations for local ministry work. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Nicholas Johnson is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and nine years of industry experience. He has been with Thrivent since 2013 and also engages in play-by-play sports announcing and serves as tournament director for the Stewartville Youth Basketball Association. Additionally, he is president of the Stewartville Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial plans without discretionary trading authority.

Lisa Faiella is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her previous roles include positions at Clower Wealth Management, LPL Financial, Affinity Plus Federal Credit Union, and Cuna Brokerage Services, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Heather Rivers is a financial advisor at Raymond James Financial with seven years of industry experience. She holds the Series 66 designation and previously worked at Commonwealth Financial Network and Think Bank. Outside of her advisory role, she is an associate at Think Financial Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes analytical tools such as deterministic and probability modeling to tailor non-discretionary planning and consulting services to client goals.

John Horntvedt is a financial advisor at Cetera with 17 years of industry experience and holds a Series 63 designation. His work history includes positions at F & M Community Bank NA, Alerus Financial, Home Federal Savings Bank, and Massachusetts Mutual Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers, and manages over $256 billion in assets.

Morgan Sledge is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has prior experience at Goldman Sachs and Spectral MD. Morgan also worked at Mirador LLC and has an academic background from Rhodes College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Chad Durgin is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its related entities since 2003. Durgin also has a background in education, having worked with ISD 271 since 1999. 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 financial analyses and planning, allowing clients to combine planning with managed-account services under the consolidated WealthPlan option.

Kirk Boyum is a financial advisor at Edward Jones in Rochester, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive national network of advisors and branch offices.