Zachary Gundberg is a financial advisor at Edward Jones in St Cloud, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Northwestern Mutual and various positions outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions, supported by a large network of advisors and branch offices nationwide.

Travis Wavrin is a financial advisor with Cetera who holds a Series 63 designation and has 30 years of industry experience. He has been associated with various Cetera entities since 1996. Outside of his advisory work, he serves as treasurer on the board of the St. Cloud Lacrosse Booster Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Brandon May is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes nine years at PMA Financial Network, Inc., and over nine years with various Cetera entities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joan Colindres Spring is a financial advisor at Cetera with three years of industry experience. She holds a Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2022. Prior to her advisory roles, she was affiliated with Christ Church Newman Center for ten years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, utilizing multiple program structures and both discretionary and non-discretionary authorities.

Brian Zimny is a Series 66-licensed financial advisor with RBC Capital Markets in St. Cloud, MN, where he has worked since 2009. He has 21 years of industry experience. Outside of his advisory role, he serves as a committee member for the Boys and Girls Club of Central Minnesota and holds the position of secretary for Val Halla Villa, Inc., a homeowners association. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs combining in-house and third-party investment management, tailored to clients’ risk profiles and preferences.

Kurt Yelle is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance that supports client decision-making.

Alexander Brooks is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has been associated with Cetera and its affiliated entities since 2003. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Caroline Chance is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 13 years of industry experience. She has been affiliated with various Cetera entities since 2003. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform, providing access to both affiliated and third-party investment solutions.

Ashley Roelike is a financial advisor at Cetera with four years of industry experience. She holds the Series 66 designation and has been with various Cetera entities since 2012. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Nicole Miller is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 65 licenses. Her work history includes multiple roles within Cetera-affiliated firms since 2006 and prior experience with LPL Financial and Woodbury Financial Services. Outside of her advisory work, she serves as a durable power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing various program platforms and investment strategies.

Regan Johnson is a financial advisor at Ameriprise with 15 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2010. Outside of advisory work, he is co-owner of St. Cloud Financial Planning Services, which provides secretarial and office administration support to financial planning practices, and serves as a sergeant in the Minnesota National Guard. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jacob Scattergood is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has been with Cetera and its affiliates since 2019 and has prior work experience in compliance, supply, and outdoor services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Kelly Hoppe is a financial advisor with Ameriprise in Becker, MN, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2015 and previously worked at the Becker Community Center for two years. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Deborah Gunderson is a financial advisor with Cetera, holding a Series 66 designation and bringing 29 years of industry experience. She has been with Cetera and Cetera Financial Institutions since 2013. Outside of her advisory role, she serves as power of attorney for her son, Jacob Gunderson. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a large nationwide network of independent advisors.

Jacob Kunz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His work history includes various roles within Cetera-affiliated entities since 2017 and prior employment in multiple customer service positions. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

David Christians is a financial advisor with Wells Fargo Clearing in Saint Cloud, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leann Rummel is a financial advisor with Cetera in St. Cloud, MN, holding a Series 63 designation and 34 years of industry experience. She has been with Cetera and its affiliated entities since 1992. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Nicholas Taylor is a financial advisor with Ameriprise in St. Cloud, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at St. Cloud Country Club, Western Michigan University, UPS Store, Standard Market, and Indian Prairie School District. Outside of Ameriprise, he manages an advisory business through Oasis DEG in Edina, MN. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that address income, Social Security, and tax strategies. The firm combines algorithmic automation with personalized review to deliver these services and supports a broad range of advisory, brokerage, and insurance solutions.

Garrett Miller is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he leads a financial planning team at Oasis DEG, Inc., managing practice operations. Ameriprise serves clients primarily through its retirement-income planning service, which targets individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in coordination with a client’s financial advisor.

Sue Swanson is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and having four years of industry experience. Prior to joining Ameriprise in 2021, she worked for Marco Technologies, LLC for ten years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with client advisors.