Carson Romme is a financial advisor with Ameriprise in Rochester, MN, holding a Series 63 designation and 14 years of industry experience. He previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co., and MetLife Securities Inc. Romme serves as the treasurer and a board member of the Rochester Art Center. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling, tax-efficient strategies, and algorithmic tools to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kaye Anderson is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets nationwide.

Brian Gruhlke is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and over 38 years of industry experience. He has been with Primerica Advisors since 1987 and has prior work experience with organizations including Olmsted Medical Center and Midwestern Wheels, Inc. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Trina Urban is a financial advisor with OSAIC based in Rochester, MN, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously with Signator Investors, Inc., Advanced Financial Consultants, and Bigler Financial Services. Urban serves on the board of Ironwood Springs Christian Ranch, a nonprofit organization, where she contributes to governance and volunteer efforts. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to various managed account platforms and third-party investment solutions.

Ryan Ledebuhr is a financial advisor with OSAIC based in Rochester, MN, holding a Series 66 designation and three years of industry experience. Prior to his current role, he spent nine years at Mayo Clinic and has experience with Advanced Financial Consultants and Carter Insurance Inc. He also creates social media content for Collective Financial Group's LinkedIn page. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage, advisory, and planning services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts, with access to multiple third-party money managers and investment platforms.

Eric Funk is a financial advisor at Thrivent Investment Management with 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he participates in his local community by announcing and scorekeeping at high school wrestling duals for Rochester Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, allowing clients to integrate planning with managed-account services under a consolidated billing option.

Daryn Ruggeberg is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and 35 years of industry experience. He has worked with Primerica Financial Services and Primerica Advisors since 1990. Outside of advisory activities, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management without serving institutional pension or profit-sharing plans.

Violet Steinkamp is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She has worked previously with Think Financial Planning and Think Bank in Rochester, MN. Outside of her advisory work, she serves as a Finance and Investment Committee Member and Deacon for People of Hope Church in Rochester. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and charitable clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical modeling and supports clients through a broad network of advisors and advisory programs.

Donald Charlson is a financial advisor with Edward Jones in Rochester, MN, holding a Series 63 designation and over 34 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory work, he is involved as an owner or partner in several small businesses, including a massage therapy clinic and a barber shop in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a variety of advisory programs and investment solutions under a fiduciary standard.

Randall Ehleringer is a CFP® and ChFC® with 39 years of industry experience, currently affiliated with Ameriprise Financial Services LLC since 1988. He has held continuous roles within Ameriprise entities since 1987. Outside of his advisory work, he serves on the board of directors for Wishes and More, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Joy Sheets is a financial advisor with RBC Capital Markets in Rochester, MN, holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has been with RBC Capital Markets since 2006. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Jordan Hauer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the Flack Wealth Management Team since 2013, where he assists clients in building wealth management strategies tailored to their individual needs. Jordan emphasizes a comprehensive approach to managing wealth by first listening to clients and helping them make informed decisions throughout the development of their financial plans. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Jordan holds a Bachelor of Science degree in Business Administration from the Minnesota School of Business, graduating with honors in 2010. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jordan enjoys boxing, cooking, ice hockey, music, spending time with his family, and watching movies.

Kyle Voelz is a financial advisor with OSAIC in Rochester, MN, holding a Series 63 designation and over 20 years of industry experience. He previously worked at Signator Investors, Inc., and has engaged in business activities including ownership of Voelz Investment Professionals and serving as an Investment Advisor Representative for multiple DBAs. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple investment platforms. The firm utilizes a range of tools and third-party services to construct and manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Zachary Saiki is a financial advisor with Ameriprise in Rochester, MN, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Saiki serves on the boards of local homeowner associations and manages several business entities related to real estate and practice operations. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations primarily for clients maintaining assets in Ameriprise-managed accounts.

Justin Glasrud is a financial advisor at LPL Financial in Rochester, MN, with five years of industry experience. He holds the Series 66 designation and previously worked at DeCook Landscaping and Bigelow Homes. Outside of his advisory role, he is involved with a tax preparation and accounting 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Staci Kaltenbach is a CFP®, ChFC®, and Series 66 registered financial advisor with Edward Jones in Byron, MN. She has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive nationwide advisor and branch network, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Emanuel Lopez is a financial advisor at Stifel in Rochester, MN, holding Series 63 and Series 66 licenses with 37 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and public entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Joseph Blazek is a financial professional at Cetera with four years of industry experience. He holds a Series 66 credential and has previously worked with Securian Financial Services, Minnesota Life Insurance Co, and First Command Brokerage Services. Blazek also serves as the chapter president of a nonprofit organization called BNI. Cetera Investment Advisers LLC is an SEC-registered adviser that offers financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform providing access to a range of investment strategies and third-party managers, serving over 800,000 clients with more than $256 billion in assets under management.

Andrew Roberts is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2022, following three years at Securities America Advisors and seven years at Edward Jones. Based in Rochester, MN, Roberts advises clients through Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, written financial plans on a broad range of topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Pinnarorth Peng is a financial advisor with Stifel, holding a Series 66 designation and three years of industry experience. Peng has worked at Stifel, Nicolaus & Co., Inc. since 2022 and previously spent 11 years at Think Mutual Bank. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing analyses intended to support client decision-making.