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Teresa H
Series 63, Series 66
River Falls, WI
Edward Jones
Teresa Hernandez is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at KMTSJ, Inc and Northwestern Mutual, as well as spending ten years at Sacred Heart Hospital. She is also involved as a contractor with Integrity Audit & Tax, LLC, focusing on audit testing and potential tax preparation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.
Ronald R
Series 63, Series 65
Hastings, MN
LPL Enterprise
Ronald Robinson is a financial advisor with LPL Enterprise based in Hastings, MN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.
Gregory C
Series 63, Series 66
Hastings, MN
OSAIC
Gregory Collins is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has held leadership roles at Collins Wealth Management and Collins Financial Ltd and has been involved with various insurance companies as a sales agent. Collins manages client investments and provides advice related to life change events through his own firm. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers a broad range of advisory services and employs asset-allocation tools and third-party platforms to construct tailored portfolios across multiple investment types.
Daniel T
CFP®, Series 66
Hudson, WI
Edward Jones
Daniel Timmerman is a CFP®-credentialed financial advisor with Edward Jones in Hudson, WI, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he holds a non-voting ownership share in the Hudson Food Co-op, a local grocery cooperative. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is distinguished by its extensive network of advisors and branch offices, as well as affiliated trust and lending services.
Jacob S
Series 63, Series 65
Stillwater, MN
Wells Fargo Clearing
Jacob Sanyi is a financial advisor with Wells Fargo Clearing in Stillwater, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes multiple roles at Wells Fargo entities since 2012 and several years at CJS Community Services Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients, supported by extensive research and analytics.
Timothy T
Series 63, Series 65
Hastings, MN
LPL Financial
Timothy Tousignant is a financial advisor with LPL Financial in Hastings, MN, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a notary public in the state of Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and research.
Amy H
Series 66
Hastings, MN
Edward Jones
Amy Harbort is a financial advisor with Edward Jones, holding a Series 66 designation and 23 years of industry experience. She previously worked for Woodbury Financial Services / Advisor Group for 17 years before joining Edward Jones. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Shawn W
Series 66
Bayport, MN
Cetera
Shawn Walsh is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Mass Mutual and MetLife Securities. Walsh is a part owner of Vestcore Financial Group, where he manages daily operations and supports clients with brokerage and advisory services. He also serves as president of the Greenhaven Men's Club in Anoka, MN. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party investment strategies.
Layne M
Series 66, Series 63, Series 65
Hudson, WI
Edward Jones
Layne Morgan is a financial advisor with Edward Jones in Hudson, WI, holding Series 63, 65, and 66 licenses and one year of industry experience. Prior to joining Edward Jones, Morgan’s background includes roles in music and various self-employed ventures. Outside of advising, Morgan is involved in music as a trumpet player and occasionally gives lessons. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of financial advisors and branches.
Tracy B
Series 63, Series 65
Hudson, WI
Thrivent Investment Management
Tracy Berglund is a financial advisor with Thrivent Investment Management in Hudson, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Berglund serves as a board member of the Hudson Housing Authority, a government organization focused on housing for lower-income adults and families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics. The firm separates planning and managed-account services and typically conducts annual reviews of its recommendations.
Xy J
Series 66
Hastings, MN
LPL Enterprise
Xy Johnson is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Johnson worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory services, Johnson is involved in providing health insurance products, including Medicare and prescription coverage. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, leveraging an integrated platform that combines advisory programs with active financial product sales.
Chad R
Series 63, Series 66
Hastings, MN
LPL Enterprise
Chad Rediske is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Prudential Insurance Company of America, Thrivent Financial, and Primerica. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, third-party asset management, and brokerage services through an integrated platform that combines advisory programs with insurance and lending products.
Chad E
Series 66
Hudson, WI
Thrivent Investment Management
Chad Elfe is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2022. Prior to joining Thrivent, he held positions at Autoselect, Dorsch Ford Lincoln Kia, and Raized. Outside of finance, Elfe serves as Lead Pastor at Luther Memorial Lutheran Church in River Falls, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across topics like retirement, tax, estate, and special needs planning without discretionary portfolio management.
James W
Series 63
River Falls, WI
Edward Jones
James Williamson is a financial advisor with Edward Jones in River Falls, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a trustee of the Kenneth O Ruud Trust and is a partner in Marsh Creek LLC; he also owns hunting land in South Dakota through Pheasant Run Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.
Judson D
Series 66
Hudson, WI
Thrivent Investment Management
Judson Doman is a financial advisor at Thrivent Investment Management with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Treasure Island Resort and Casino, the Minnesota Army National Guard, the University of Wisconsin - River Falls, and Rib Lake High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Ian S
Series 66
Hastings, MN
Ameriprise
Ian Sundberg is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at DoorDash and held academic positions at the University of Minnesota-Twin Cities, University of Minnesota-Duluth, and Hastings High School. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Scott E
Series 63
Lake Elmo, MN
LPL Financial
Scott Ellingson is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He previously worked at Commonwealth Financial Network from 2003 to 2016 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.
Abra H
CFP®, Series 63
Hastings, MN
Edward Jones
Abra Hovgaard is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. She teaches community education classes on various financial topics in Hastings, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of advisors and offices, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.
Lynn K
CFP®, Series 63, Series 65
Afton, MN
LPL Financial
Lynn Kaye is a financial advisor with LPL Financial in Afton, MN, holding CFP®, Series 63, and Series 65 credentials and bringing 39 years of industry experience. She has been with LPL Financial since 2009 and operates under the registered DBA Kaye Family Wealth Management LLC. She is also a state- and county-approved notary for Minnesota, which she uses in connection with her work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources and providing discretionary and non-discretionary management options.
Eric H
Series 66
Lake Elmo, MN
Thrivent Investment Management
Eric Hansen is a financial advisor with Thrivent Investment Management in Lake Elmo, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2009. 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 planning that covers topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning, without discretionary trading authority or institutional portfolio management.
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