Jeffrey Hammer is a financial advisor at Ameriprise with two years of industry experience. He previously worked at U.S. Bank from 2017 to 2021 and had an earlier tenure at Ameriprise from 2015 to 2017. Outside of advising, he is involved as a paraplanner with WDA, Inc., assisting with financial planning and practice operations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with a focus on clients meeting specific investable asset criteria.

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.

Paul Affeldt is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his financial services career, he worked for seven years with the Shakopee Police Department. He is also president of Westonka Community and Commerce, where he organizes and runs meetings and helps coordinate community events. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a fiduciary standard.

Tim Schuth is a financial advisor with Cetera, holding a Series 63 designation and having 25 years of industry experience. His career includes roles at Avantax Insurance Services, Avantax Advisory Services, and Schad, Lindstrand & Co. He serves on several nonprofit boards in Minnesota, including as treasurer of The Lutheran Home Association and vice president of St. John’s Evangelical Lutheran Church, and he owns a tax services LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services with access to multiple investment managers and program structures.

Dustin Christopherson is a CFP® with 27 years of industry experience, currently serving at Osaic Wealth since 2023. He previously worked at SagePoint Financial Inc. and Cetera Advisors LLC, and operates a sole proprietorship selling life, health, disability insurance, annuities, and long-term care products. He is also involved in life settlements as an insurance agent. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform, employing model-based asset allocation and portfolio optimization strategies.

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.

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.

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.

Scott Maeyaert is a CFP®-certified financial advisor with Ameriprise, based in Shorewood, MN, with 35 years of industry experience. He has been with Ameriprise since 2005, including his current role starting in 2020. Outside of advisory work, he owns and operates several businesses related to real estate management, racing products, and social media influencing. Ameriprise serves clients primarily through its retirement-income planning service targeting individuals with significant investable assets, offering tailored, research-driven recommendations and a broad range of advisory, brokerage, and insurance solutions.

Abigail Copland is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Grand Forks Air Force Base for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large nationwide advisor and branch network as well as its affiliated capabilities beyond advisory services.

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.

Brianna Kvam is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has 18 years of industry experience, including prior roles at RBC Capital Markets and U.S. Bancorp Investments. Outside of her advisory work, she serves as president of the St. Bonifacius Fire Auxiliary, a community organization supporting the local fire department. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The team provides customized portfolio management and consulting services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Bryan Nobs is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999. He holds a Series 63 designation. Prior to his current role, he was affiliated with the U.S. Air Force, from which he officially separated in 1999. 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, as well as pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory strategies alongside affiliated mutual funds and other services.

Kathryn Flom is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has worked with Ameriprise and its affiliate since 2015. Outside of her advisory role, she owns Lumina Studio, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Maxwell Stowe is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at North Star Resource Group, Minnesota Life Insurance Company, Securian Financial Services, Inc., and CRI Securities, Inc. Stowe is also an associate at WDA LLC, where he manages an advisory business. 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 through written Recommendation Reports and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

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.

John Savoie is a financial advisor with LPL Financial in Waconia, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior work includes roles at Prudential, Associated Financial Group, USAA Financial Planning Services, and Old National Bank. He currently has a part-time financial institution duty role at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with customizable strategies supported by proprietary research and technology.

Ryan Pederson is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It 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 affiliated mutual funds, operating under a fiduciary standard.

Nicholas Klug is a financial advisor at Edward Jones in Chaska, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Examination Resources, LLC, Ameriprise Financial Services, Inc., and Insurance Logic Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide advisor and branch network.