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Zachary E
Series 66
Eagan, MN
Edward Jones
Zachary Erickson is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Fields Law Firm and Mitchell Hamline School of Law. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Kurt B
Series 66
Rosemount, MN
Cambridge Investment Research Advisors
Kurt Bester is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Thrivent Financial and Purshe Kaplan Sterling Investments. Outside of financial advising, he is involved in agricultural business through EF Bester Farms. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment platforms and strategies, combining proprietary models with access to unaffiliated managers, and includes unique institutional features such as advisor transition support and documented business relationships with legal and accounting professionals.
Jeromy M
Series 63
Cannon Falls, MN
Edward Jones
Jeromy Mouw is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2004 and holds a Series 63 designation. Outside of his advisory role, he serves on the board of the Mayo Clinic Health System in Cannon Falls, MN, and coaches wrestling for the Spirit Lake School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.
Ryan L
Series 66
Apple Valley, MN
LPL Financial
Ryan Leum is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Wings Financial Credit Union and has experience with the Minnesota Vikings, DoorDash, and the University of St. Thomas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
John S
Series 63
Apple Valley, MN
Mass Mutual Investors Services
John Scheidler is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He worked at Metlife Securities Inc. for 38 years before joining MassMutual Life Insurance Company in 2016 and MassMutual Investors Services in 2017. He is also an independent insurance agent selling life, accident, health, and property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.
Paul M
Series 66
Eagan, MN
Edward Jones
Paul Maloney is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has prior experience in construction and retail businesses. Outside of advising, he is a co-owner of Dandy Lion Coffee, a retail coffee business in Chanhassen, 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Daniel H
Series 63
Hastings, MN
LPL Financial
Daniel Hausman is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial since 2000 and operates under The Hausman Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.
Keith M
CFP®, ChFC®, Series 63
Cannon Falls, MN
OSAIC
Keith Meyers is a CFP® and ChFC® with 25 years of industry experience. He is currently a financial advisor with OSAIC and previously worked at Signator Investors, Inc. Outside of his advisory work, he serves as vice president of a local nonprofit that loans money to small businesses and is actively involved in several community and youth athletic organizations in Cannon Falls, MN. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and portfolio management techniques across various securities and investment platforms to meet diverse client needs.
Jack G
Series 63, Series 65, Series 66
Lakeville, MN
Edward Jones
Jack Gresser is a financial advisor with Edward Jones in Lakeville, MN, holding Series 63, Series 65, and Series 66 licenses with 10 years of industry experience. He has worked at Edward Jones since 2018, with prior roles at International Dairy Queen, Polaris, and Kellogg's. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.
Royal J
CFP®, Series 63
Lakeville, MN
Ameriprise
Royal Jaros is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 30 years. He co-owns two tax preparation firms and serves on the Board of Directors for Mental Health Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.
Benjamin L
Series 66
Apple Valley, MN
LPL Financial
Benjamin Lamar is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, he held roles at Trafera LLC and Shane Co. among other positions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.
Amy M
Series 66
Eagan, MN
Thrivent Investment Management
Amy Micke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Thrivent Financial since 2019, with prior roles at UBS Financial Services and Ameriprise Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning covering various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Damien C
Series 63
Lakeville, MN
LPL Financial
Damien Cannaday is a financial advisor with LPL Financial, holding a Series 63 designation and 15 years of industry experience. His prior roles include work with Principal Life Insurance Company and Principal Securities, Inc., as well as operating his own firms, Cannaday Wealth Management and Cannaday Bloom Wealth and Insurance Solutions. Outside of his advisory work, he coaches his children in various sports and is a partner in an LLC that owns hunting land. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to in-house and third-party research and model portfolios.
Christopher N
Series 66
Lakeville, MN
Edward Jones
Christopher Nelson is a financial advisor with Edward Jones in Lakeville, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he spent five years with Bowlero Corporation/Bowlmor-AMF. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Seth L
Series 63, Series 65
Northfield, MN
Cambridge Investment Research Advisors
Seth Linder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes positions at Securities America Advisors and Voya Financial Advisors. Outside of his advisory role, he owns a retail store and serves as an independent insurance agent and notary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and nonprofit organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using a range of portfolio management strategies across multiple custody platforms.
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.
Christopher W
Series 63, Series 66
Northfield, MN
Cetera
Christopher Weber is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Cetera and its affiliated firms since 2002. Outside of his advisory role, Weber serves on the boards of the Northfield Youth Choir, St. Johns Lutheran Church of Northfield Foundation, and the Donald & Luella Zibell Family Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors.
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.
Rebecca D
Series 66
Lakeville, MN
Thrivent Investment Management
Rebecca Devine is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has worked at Thrivent in various capacities since 2019. Prior to joining Thrivent, she spent 18 years at CBRE. 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 a wide range of topics, while keeping planning and managed-account services distinct.
Corey H
Series 63, Series 65
Lakeville, MN
Thrivent Investment Management
Corey Hawe is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2018. Prior to his financial services career, he worked at Kwik Trip Inc and Panera Bread and also attended the University of Wisconsin-River Falls. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed account services under a consolidated billing option.
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