Jamie Christensen is a Series 66 licensed financial advisor with Edward Jones in Waite Park, MN, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he is involved in real estate as a partner and owner of rental properties in the St. Cloud area. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sydney Hendricks is a Series 66-licensed financial advisor with Ameriprise in Saint Cloud, MN, with one year of industry experience. Hendricks has been with Ameriprise since 2018 and previously worked at Crafts Direct and District 742. Ameriprise offers a retirement-income planning service primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports in partnership with clients’ financial advisors.

Michael Irwin is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has been with Cetera Investment Services LLC since 2014. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform with discretionary and non-discretionary options.

Jacob Krippner is a financial advisor with RBC Capital Markets in St. Cloud, MN, holding a Series 66 designation and six years of industry experience. He has worked at RBC Capital Markets since 2018 and previously at CliftonLarsonAllen. Outside of his advisory role, Krippner serves as a committee member for the Ellison Center, providing input on financial statements and reporting, and has recently joined the Board of Directors for Big Brothers Big Sisters of Central Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a blend of in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Beau Hanowski is a Series 66-registered financial advisor at Edward Jones in St. Joseph, MN, with 11 years of industry experience. He has been with Edward Jones since 2014. 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 through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

James Sobania is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2003. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers and a variety of financial planning and consulting services.

Alivia Jacobs is a financial advisor at Cetera with a Series 66 designation. She has been in the industry since 2026 and previously worked at several firms including Northstar Resource Group and David M. Jacobs & Associates Inc. Outside of finance, she has experience working at the St. Cloud Country Club and a dance center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of over 10,000 advisors and more than $250 billion in assets under management.

Devon Ramstad is a financial advisor at Ameriprise in St. Cloud, MN, holding a Series 66 designation with two years of industry experience. Prior to Ameriprise, Devon worked in various roles including positions at Rhombus Guys, Pizza Hut, and Concordia College. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice, primarily for clients with assets managed within Ameriprise accounts.

Allen Jenson is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 29 years of industry experience. Prior to joining Osaic in 2023, he worked at Sagepoint Financial, Inc. for 14 years and has been with AIG American General Life Insurance Company since 2002. He is also president of Navigator Financial Inc., a corporation primarily handling payroll and business meetings. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party money managers and managed accounts.

Mason Pullis is a financial advisor with Primerica Advisors in Sauk Rapids, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at 3M, Force America, and Alexandria. He is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based strategies managed by third-party asset managers.

Matthew Siers is a financial professional with Cetera, holding a Series 66 credential and four years of industry experience. His work history includes roles at North Star Resource Group and Jacobs Financial, as well as prior positions with Minnesota Life Insurance Company and Securian Financial Services. He serves as a board member of the Sartell Chamber of Commerce, where he helps organize and operate events and meetings. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary program options, and various custodial relationships.

Mary Olson is a financial advisor at UBS Financial Services with 26 years of industry experience. She has worked at UBS since 2006 and has been with Piper Jaffray & Co since 2004. Olson holds a Series 63 designation and is based in St. Cloud, MN. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

Jody Plautz is a financial advisor at Thrivent Investment Management in Saint Cloud, MN, with five years of industry experience. She holds the Series 66 designation and previously worked at Columbia Gear Corporation for 14 years. Outside of her advisory role, Plautz serves as the president and a board member of You're Not Alone, a nonprofit that uses therapy dog teams to address mental health stigma in schools. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Adam Tate is a financial advisor with Equitable Advisors based in Saint Joseph, MN. He holds a Series 66 designation and has 24 years of industry experience. Tate has been with Equitable Advisors and its predecessor Axa Advisors since 2001. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Dale Schoenberg is a financial advisor with LPL Financial in St. Cloud, MN, holding a Series 63 designation and 32 years of industry experience. He has been with LPL Financial since 2001. Schoenberg also serves as a notary in addition to his advisory work. 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 asset management services supported by a large network of advisors and advanced operational tools.

Sydney Partch is a financial advisor at RBC Capital Markets with six years of industry experience. Prior to joining RBC in 2020, Sydney worked at Sherburne State Bank and Edward Jones and held roles outside finance, including at Red Bull North America and Boondox Bar and Grill. Sydney is also involved with the St Cloud Figure Skating Club, assisting with a learn-to-skate program. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles.

Shannah Mollet Kreller is a financial advisor with Cetera in St. Cloud, MN, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has been affiliated with various Cetera entities since 2011. Outside her advisory role, she owns Stop Light Bait and Guns and volunteers as a Sunday school teacher at Redeemer Lutheran Church, as well as assisting at the Sauk Rapids Sportsmans Club. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Elijah Ebel is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he held various roles including employment at Amazon and involvement with the Rocky River Officials Association, where he enforces baseball rules. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations through a centralized consulting team.

Benjamin Barrett is a Series 66 licensed financial advisor with 11 years of industry experience. He has worked at Edward Jones since 2019 and previously held positions with PRUCO Securities, LLC and The Prudential Insurance Company of America from 2016 to 2019. Barrett is based in Cold Spring, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Curtis Brown is a financial advisor at Edward Jones in St. Cloud, MN, holding a Series 66 designation with seven years of industry experience. He worked at Marco Technologies for seven years before joining Edward Jones in 2019. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.