Daniel Harris is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Keaton Anderson is a financial advisor at Edward Jones in Waconia, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Teladoc Health for seven years and has additional experience at Receivables Control Corporation and The Toro Company. 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 and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Stephen Huber is a financial advisor at Edward Jones in Shakopee, MN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Jerrys Enterprise's. Outside of his advisory role, Huber is involved in real estate through Huber Real Estate Properties and is a member of HM Capital Group, an investment 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 programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Christopher Sue is a financial advisor with Edward Jones in Shakopee, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Scorpion Design LLC for five years and Regency Lighting for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Mark Ohlmann is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2006. He has 20 years of industry experience. Outside of his advisory role, he is involved in managing several rental properties with family members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning focused on topics such as retirement, tax, estate, and special needs planning, separate from portfolio management or institutional advisory services.

Jason Smith is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades before joining LPL Enterprise in 2024. Outside of his advisory role, Smith operates the Jason Smith Agency, providing health, life, Medicare, property, and casualty insurance services. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Michael Schmid is a CFP® professional with 24 years of experience in financial advising, currently with Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as president of Three Dog Holdings, LLC, a company engaged in office rentals. 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 solutions, supported by a large network of financial advisors and branch offices across the United States.

Cheryl Johnston is a CFP® with 25 years of industry experience. She has worked at LPL Financial since 2025 and previously spent 24 years at Edward Jones. Outside of her advisory role, she is involved with Lost Lake Farm LLC, a farming business in Prior Lake, MN. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies with options for discretionary and non-discretionary management.

Jeffrey Pierce is a financial advisor with OSAIC, holding a Series 63 designation and 28 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc., and he has operated J. Pierce Financial Services since 2006. Pierce serves as event chair for the Gabby Pierce Memorial Golf Tournament, which raises funds for scholarships at Waldorf University, and is a board member of the Chaska Baseball Association, where he oversees umpire training. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Thomas Kalb is a financial advisor with Ameriprise in Eden Prairie, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory work, he serves as an official for USA Hockey, performing officiating duties for games. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Margaret Runke is a CFP® professional with seven years of industry experience, currently advising at Edward Jones since 2018. Before joining Edward Jones, she worked for Rodan & Fields and spent a decade with Westonka Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Barbara Droher Kline is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2011. Outside of her advisory role, she serves as a public board member for the Minnesota Board of Pharmacy, providing advice and support related to pharmacy licensing and mental health advocacy, and works as a broadband consultant and lobbyist for the Minnesota Public Broadband Alliance, focusing on improving rural internet access. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering written recommendations on a wide range of financial planning topics. The firm provides goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining planning and portfolio management as separate services.

Jeffrey Stohr is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at AXA Distributors, Mill City Investment Services, and Cetera Wealth Services. Outside of his advisory work, he also sells fixed insurance products and serves as a registered representative providing financial solutions to credit union members through Servion Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving 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 access to both affiliated and unaffiliated third-party managers and a variety of program options.

Emma Nelson is a financial advisor at LPL Financial based in Chaska, MN, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Old National Bank and various positions outside finance such as at Youth Marketing Company and Evereve. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supporting a broad array of investment strategies with significant operational resources.

Daniel Follmuth is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its predecessor, American Express Financial Advisors Inc., since 2002. Outside of his advisory work, he serves as an instructor and coach for the game of curling with the City of Chaska. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Jones is a financial advisor with Edward Jones in Waconia, MN. He holds a Series 66 credential and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arctic Wolf and Genotox Laboratories, among other roles. 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 fees, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dale Copeman is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following a 16-year tenure at Wells Fargo Bank. Based in Waconia, MN, he provides advisory services through a firm known for serving a wide range of individual and institutional clients. Edward Jones is a full-service wealth management firm serving over four million clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kurt Sharp is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Sharp serves on the board of directors for Trinity Lutheran Church Council as treasurer. 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 focuses on dependable income sources and tax-aware withdrawal strategies.

Derek Brinkman is a financial advisor with Edward Jones in Prior Lake, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the City of Savage Police Department for 11 years. 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 discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Schrempp is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is also affiliated with the Illinois Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.