Marlin Hofer is a financial advisor with Edward Jones in Rochester, MN, holding a Series 63 designation and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is president of MJH Enterprises LLC, a real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services backed by a large network of financial advisors and branch offices.

Christopher Berg is a financial advisor with Stifel in Rochester, MN, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he serves as a bookkeeper for The Landings Association, a homeowners association in Spirit Lake, Iowa, and will join the board of the Folwell Ridge Homeowners Association in Rochester beginning in 2025. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Bryan Williams is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2019. In addition to his advisory role, he owns and operates Williams Family Chiropractic, where he has been treating patients and managing the practice for over a decade. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Angela Pierce is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with LPL Financial and RoundTable Wealth Partners, having previously worked at Punch & Associates Investment Management, Inc. and Merrill. In addition to her advisory work, she is a licensed notary in Minnesota and operates a separate tax and investment-related business. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technological tools and oversight of more than $819 billion in discretionary assets.

Tamara Klingele is a financial advisor with Edward Jones, holding a Series 66 credential and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large network of financial advisors and branch offices nationwide.

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.

Bradley Schroeder is a financial advisor affiliated with LPL Financial in Rochester, MN, holding a CFP® designation and Series 66 license with 21 years of industry experience. His prior roles include positions at Bremer Investments, Raymond James Financial Services, and Think Financial Planning. He is also involved with Old National Bank through advisor referral programs. 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, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and technology tools.

Bryant Flick is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles within Fidelity, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

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 37 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments, LLC. Outside of advising, he owns a land restoration business in Preston, MN. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm provides a range of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and technology.

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 financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at U.S. Bank and Winona State University. Outside of his advisory role, Idiris is involved in food delivery services with DoorDash and Uber Eats, and provides home care services through South Star Care. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

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.

Alison Nash is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds the Series 63 and Series 66 designations and was self-employed for 11 years prior to joining RBC. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.

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.