Timothy Lewis is a financial advisor with Ameriprise in Elk River, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise and its affiliates since 2002. Outside of advising, he owns Rough Cutt Outdoors, an outdoors tournament fishing and guide service, and serves as a school board member for the St. Michael Albertville School District #885. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes collaboration between a centralized service team and financial advisors to deliver tailored recommendations within a structured investment framework.

Matthew Finn is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2010. He holds a Series 66 license and is based in Elk River, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

Gregory Peichel is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Aaron Lindeman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Wells Fargo Bank NA since 2003 and Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Derick Kelly is a CFP® professional with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at SagePoint Financial and Ameriprise Financial Services, Inc. He is also the owner of Humphrey Financial LLC and works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele with financial planning, investment management, and retirement plan advisory services, offering tailored strategies through a network of independent Financial Professionals.

Reed Pawelk is a financial advisor with Ameriprise in Elk River, MN, holding the Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and operates Luce Line Orchard LLC, an apple orchard, and serves as CEO of ER Green Operational Services, focusing on business development and operational strategy. 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 recommendations and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Tove Lichty is a CFP® and holds a Series 66 license, with 15 years of industry experience. She has been with Edward Jones since 2010. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindsay Dockter Holub is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her career includes roles at Cetera Wealth Services, Cetera Investment Services, Cetera Advisors, B. C. Ziegler and Company, and Securities America Advisors. She has been with LPL Financial since 2014. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

James Renn Jr. is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, as well as City National Bank since 2017. He serves on the board of the SHJON Podein Children's Foundation, a nonprofit organization involved in fundraising and charitable gifting. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm customizes investment strategies based on client risk profiles and employs a mix of in-house and third-party managers, including options for tax management and responsible investing.

Anissa Lindahl is a financial advisor with Ameriprise in Isanti, MN, holding a Series 66 designation and 20 years of industry experience. Her prior firms include The Huntington Investment Company and Wells Fargo Clearing, with a career spanning roles at Wells Fargo Bank dating back to 1992. Ameriprise Financial Services serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written Recommendation Reports and ongoing advice. The firm utilizes proprietary research and third-party data, with investment recommendations influenced by its affiliated product ecosystem.

Scott Summerbell is a financial advisor with Edward Jones in Ham Lake, MN, holding Series 63 and Series 66 licenses and 17 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 manages approximately $1.01 trillion in assets with a network of around 23,701 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Islam Elkaffas is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Huntington Investment Company and BMO Harris Financial Advisors. Outside of finance, he is a sports referee and owns a fantasy football ranking and trade calculator service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Mc Donald is a Series 66 licensed financial advisor with Edward Jones in Elk River, MN, and has five years of industry experience. He has worked at Edward Jones since 2020 and previously held positions in the automotive industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Nancy Finn is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Raymond James Financial and its affiliates since 2002. Finn also has experience at First Bank Elk River, where she has been engaged since 2007. In addition to her advisory role, she meets with bank clients to discuss Raymond James investment opportunities. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting within a large advisor network.

Brody Halverson is a financial advisor with Ameriprise in Cambridge, MN, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides ongoing retirement-income planning advice and written Recommendation Reports focused on dependable income sources and tax-aware withdrawal strategies.

Krisi Helland is a financial advisor at Edward Jones in Otsego, MN, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, she worked for seven years at Twin Cities Orthopedics. 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 23,700 financial advisors.

Jessica Andersen is a financial advisor at Edward Jones in Cambridge, MN, holding a Series 66 designation and starting her industry experience in 2023. Prior to joining Edward Jones in 2025, she worked at Jesse Johnson State Farm, Voila Real Estate, Serene Oaks Dental, and Acqua Wine Bar. She has experience across insurance, real estate, dental services, and hospitality sectors. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and offices.

Barry Springborn is a financial advisor with Thrivent Investment Management in Cambridge, MN, holding the CFP® designation and Series 63 and 66 licenses. He has 26 years of industry experience and has been with Thrivent and its predecessor organizations since 2002. Outside of his advisory role, he manages a family farm growing corn and feeding beef steers, and serves as chairman of the council and board member for Christ Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial plans across a wide range of topics. The firm emphasizes planning delivered by financial advisors without discretionary trading authority and offers combined planning and managed-account services under a consolidated billing option.

Roberta Gerads is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James and affiliated entities since 2013. In addition to her advisory role, she serves as a Registered Principal at First Bank Elk River and is the Branch Manager of Investment Services at First National Investor Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs in municipal finance and SIMPLE IRA plan consulting.

Cody Clem is a financial advisor at Osaic Wealth Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parkland Securities. Clem is also a licensed insurance agent, selling life insurance and annuities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options, utilizing asset-allocation tools and risk-tolerance assessments to construct tailored portfolios.