Michael Vanstraaten is a financial advisor at Stifel with 21 years of industry experience. He has been with Stifel since 2009 and holds a Series 66 designation. Outside of his advisory role, he is involved in a family farm business that sells meat directly and participates in managing recreational land used for hunting and beekeeping. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance.

Kevin Wadley is a CFP® and Series 66 licensed financial advisor with 11 years of industry experience. He has been with Edward Jones since 2014, based in Rochester, 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 and separately managed accounts, and operates under a fiduciary standard while managing approximately $1.01 trillion in assets.

Scott Dewitz is a ChFC® credentialed financial advisor with Ameriprise, based in Oronoco, MN, and has 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice, delivering these services through a centralized retirement-income consulting team working alongside financial advisors.

Andrew Dunn is a financial advisor with Edward Jones in Rochester, MN, holding a Series 63 designation and over 21 years of industry experience. He has been with Edward Jones since 2004. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Robert Ziller is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017. His prior experience includes roles at National Planning Corporation and as an independent insurance agent. Outside of his advisory work, he serves as an election judge for the City of Rochester and acts in fiduciary capacities for family estates and farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of investment solutions, including financial planning and access to third-party asset management, supported by its extensive network of investment adviser representatives.

John Soucheray is a Series 66-licensed financial advisor with Edward Jones in Rochester, MN, where he has worked since 2021. He has five years of industry experience and previously worked in education and food delivery services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Bradley Dewerd is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 19 years. Dewerd serves as a board member of the Rochester Hockey Foundation, which raises funds through hockey camps for youth hockey in Rochester. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to construct portfolios that include a variety of investment options.

John Van Camp is a financial advisor with Edward Jones in Rochester, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He joined Edward Jones in 2018 after working at NyLife Securities LLC and New York Life Insurance Company from 2015 to 2018. 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 nationwide network of financial advisors.

Lisa Doherty is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior roles include positions at Royal Alliance Associates and Signator Investors. In addition to her advisory work, she serves as Senior OSJ Branch Manager and Director of Securities Operations for Securities Support Unit, LLP, overseeing branch securities training and compliance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to build portfolios across various investment types.

Matthew Sather is a Certified Financial Planner® with Raymond James Financial Services Advisors, Inc., bringing four years of industry experience. Prior to joining Raymond James, he worked at Rock Island Wealth Management and LPL Financial. Outside of finance, he works as a freelance actor, participating in professional theatre as his schedule allows. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using various analytical tools and supports a broad network of advisors and affiliated firms.

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.

Dana Riggie is a financial advisor with Ameriprise in Rochester, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Dana worked at Edward Jones for five years and was employed at Horizons Conference Center for three years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, providing clients with written recommendations and ongoing advice based on proprietary research and tax-aware strategies.

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.

Jodi Miller Hammes is a financial advisor with Ameriprise in Rochester, MN, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she co-owns an Orange Theory Fitness gym and serves on the Finance Committee and Lifetime Board of the Boys and Girls Club of Rochester, MN. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

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.

Gregory Snider is a CFP® professional with seven years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. and Think Mutual Bank since 2026, and previously held positions at Mayo Clinic and Morgan Stanley. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports a wide network of advisors and affiliated firms.

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.