Steven Jorgenson is the sole advisor at Fifth Point Advisors LLC, holding a Series 65 credential with 9 years of industry experience. He is founder and principal of Starbridge Venture Capital LLC, focusing on venture capital investments in cutting-edge technology and commercial space startups. Jorgenson also serves as Portfolio Manager for Woodridge Capital LP, a private fund, and holds trustee and board roles including Treasurer for the French Creek Lutheran Church Foundation and Director for Heartland Mutual Insurance. Fifth Point Advisors LLC provides discretionary portfolio management to high-net-worth individuals and separately managed accounts, and acts as investment adviser and sponsor to a private pooled investment vehicle. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis, utilizing both long- and short-term trading strategies under written discretionary authority.

Brian Russell is a financial advisor with Avantax Planning Partners, Inc. based in Winona, MN, holding a Series 63 designation and 19 years of industry experience. He has worked with Avantax Planning Partners since 2006 and previously with ProEquities, Inc. Russell also serves as president and CPA of Russell & Associates, LLC, a public accounting and consulting firm. Additionally, he holds trustee and conservator roles in private family trusts. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, leveraging collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based investment approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary portfolio management through centralized trading and reporting.

Melissa Mansfield is a financial advisor with Focus Financial and holds a Series 66 designation. She has 12 years of industry experience and has been with both Focus Financial and OSAIC since 2015. In addition to her advisory role, she works as an insurance agent, assisting clients with policy applications and offers. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Edward Davig is a financial advisor with Packerland Brokerage Services, Inc. in Holmen, WI, holding the Series 63 designation and bringing 48 years of industry experience. He has been with Packerland Brokerage Services since 2008 and has operated Davig Financial Corporation since 1996. Outside of advisory work, he is involved in insurance sales through Davig Financial Corporation, focusing on term and fixed annuities as well as long-term care products. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management with access to third-party managers and multiple investment platforms, combining brokerage and advisory services under a dual registration structure.

Timothy Bramlett is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at Kaplan University, True North Surgical, and Legacies LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial planning topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option.

Jordan Zimmerman is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously with Ameriprise Financial Services and Securities America Advisors. His background also includes roles outside the financial sector, including a position with the Los Angeles Angels of Anaheim. OSAIC 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, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Christopher Perkins is a Series 66-licensed financial advisor with Thrivent Investment Management in Winona, MN, where he has worked since 2019. He has a total of seven years of industry experience, including prior roles at Verve, A Credit Union. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a wide range of financial topics, delivered as either one-time or ongoing engagements, with separate managed-account services available through a consolidated billing option.

Miranda Dearborn is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked with Cetera and Bluff View Bank in various capacities since 2018. Additionally, she serves on the marketing committee and manages social media and customer service for Bluff View Bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors nationwide, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through diverse program structures and custodial relationships.

Chase Gould is a financial advisor with Thrivent Investment Management in Holmen, WI, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Precision Dose and various educational institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple financial planning areas without implementation services. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Matthew Schroeder is a financial advisor at Osaic with two years of industry experience. He previously worked at Securities America, Inc. and spent eight years at Vantiva. In addition to his advisory role, he coaches pole vault for the track and field teams at Winona Senior High School and Saint Mary’s University of Minnesota. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a broad network of advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Paul Gunderson is a CFP® and Series 66-licensed financial advisor with Edward Jones in Holmen, WI, with eight years of industry experience. He has been with Edward Jones since 2017, following four years at Capital One Services II, LLC. Outside of his advisory role, he is involved in the sale of farm produce as a hobby. 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 through a broad network of advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Vincent Ruger is a financial advisor with Ameriprise in Holmen, Wisconsin, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Ruger is involved in his local community as a varsity assistant basketball coach and basketball official for the Holmen School District, and serves as treasurer for Holmen Youth Basketball. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Dylan Lisitza is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior roles include positions at Finnacial Services of Winona and Foundation Finance, as well as work experience during college at Winona State. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors. The firm offers a variety of integrated financial services and utilizes firm-provided tools and third-party platforms to construct and manage client portfolios across multiple asset classes.

Alexis Partington is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, Alexis worked at Mayo Clinic and The Grove Golf Course and has been associated with Fastenal Company since 2017. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Matthew Slaggie is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 11 years of industry experience. He has been with Raymond James Financial Services Advisors since 2014. Outside of his advisory role, he serves as vice president and board member of the nonprofit Hurry Back Productions, and is treasurer of the Slaggie Family Foundation. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, and public entities. The firm offers tailored, non-discretionary advisory solutions and maintains a notable presence in municipal and public finance.

Daniel Gardner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to manage retirement income and address retirement needs, offering a comprehensive approach to wealth management. Daniel begins by understanding each client's financial situation and priorities to develop personalized strategies that can adapt to changing market conditions and client needs. His expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and women and wealth. Daniel provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. He holds the Personal Investment Advisor (PIA) designation. Daniel earned a bachelor's degree from the University of Wisconsin System. Outside of his professional work, he enjoys music, reading, and spending time with his family.

Kimberly Renk is a CFP® professional with over 31 years of experience in the financial services industry. She has been with Edward D. Jones & Co., L.P. since 1994. Outside of her advisory role, she is associated with Interest Seekers, LLC, an equipment rental business based in Austin, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of over 23,700 financial advisors.

Robert Quinlan is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 36 years of industry experience. He has been with Cetera and its affiliated firms since 2019, following a decade at SagePoint Financial. Quinlan is a co-owner of an advisory and insurance services firm and serves on the board of the Winona Community Foundation. Cetera Investment Advisers LLC is an SEC-registered firm providing a range of investment advisory and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management options and access to multiple managers and program structures.

Kristin Beseler is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at Howes Diamond Jewelers and AdvoCare International. Beseler has maintained a distributor role with AdvoCare, a nutrition supplements business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Matthew Reeck is a financial advisor with Edward Jones in Winona, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. 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, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Aleah Harvey is a Series 66-licensed financial advisor with Edward Jones in Winona, MN, holding four years of industry experience. Her prior work includes roles with Lutheran and Episcopal churches and Saint Mary's University of Minnesota, spanning over a decade. Harvey serves as a substitute musician for several local churches and is an at-large board member of Women in Business of Winona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Mark Swenson is a Series 66-credentialed financial advisor with six years of industry experience, currently serving clients at Osaic. His prior roles include positions at Securities America Advisors, Edward Jones, and Dynamic Lifecycle Innovations. Outside of his advisory work, he is an elected school board member for Houston School District 294 and serves on the board of the Minnesota Rural Education Association. He also co-manages a family farm in Minnesota. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and third-party managers to construct portfolios tailored to clients’ risk tolerances and preferences.

Kevin Mahoney is a financial advisor at Edward Jones in Winona, MN, holding CFP® and PFS™ designations with 22 years of industry experience. He has worked at Edward Jones since 2017 and was previously with Nesnah Management/La Crosse Scale from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lynette Stevens is a financial advisor with Edward Jones in Winona, MN, holding a Series 66 designation and 7 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves as Treasurer for the Pleasant Green Townhouse Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Michael Slaggie is a financial advisor with Raymond James Financial in Winona, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James Financial since 2010 and is also involved as an owner and officer in several businesses, including Hideaway Outfitters and Hurry Back Productions, a nonprofit organization he founded. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans based on client risk profiles and offers a mix of advisory services supported by firm research and outside managers.

Kimberly Clausen is a financial advisor with Edward Jones in Winona, MN, holding Series 63 and Series 66 designations and having 11 years of industry experience. Her prior work includes roles at Northwestern Mutual and related entities, with additional experience in local community recreation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Phillip Anderson is a financial advisor with OSAIC in Winona, MN, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 40 years of industry experience, including prior roles at Securities America Advisors and Ameriprise Financial Services. Outside of his advisory work, he owns a building used for his practice and leases office space to local attorneys. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with an emphasis on asset allocation, risk management, and access to third-party managed accounts.

Nash Kramer is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at the Mayo Clinic and the University of Minnesota-Morris. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Paul Sobotta is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and offering 38 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC. since 1992. Sobotta serves as a board member of the Arcadia Community Chest, a local nonprofit that raises and distributes funds to charitable organizations. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory, brokerage, and insurance services through an integrated platform that combines investment advisory and product sales.

Andrew Kieffer is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at Cetera and Winona National Bank since 2016. Outside of his advisory role, he serves on the finance committee for the Diocese of Rochester-Winona Priest Pension Fund and is a board member of Cotter Schools, where he participates on the Operational Vitality Committee. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and investment strategies.

Cory Campbell is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Thrivent Financial for Lutherans since 2012 and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses across a range of planning topics without discretionary portfolio management or institutional advisory services.

Jacob Reeck is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked in various roles including at Nutty Squirrel Sports Saloon and the City of River Falls Glenn Park Swimming Pool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Brandi Moore is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at Edward Jones in Winona, MN since 2016. She holds the Series 66 designation. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branch offices.

Eric Moen is a CFP® certificant with 29 years of experience in the financial services industry. He has been affiliated with Cetera and its related entities since 1998 and is based in Holmen, Wisconsin. Outside of his advisory role, he serves as vice president of Zion Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors.

Evan Peterson is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 65 registrations and has worked exclusively with Thrivent since 2023. Outside of finance, he is involved in his community as a monitor at a local wellness center and sells personal items on eBay, including sports and trading cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients.

John Hardy is a financial advisor with Edward Jones in Winona, MN, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he participates in music performance and maintains a foster care license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Barry Ploessl is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds the Series 63 designation and is based in Holmen, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining approximately $1.01 trillion in assets under management. The firm provides both discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Megan Coots is a financial advisor at Edward Jones in Galesville, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for eight years at Dalton Education, a CeriFi Company. Outside of her advisory role, she is a co-member of Bold Lotus LLC, a floral wall rental business, and is involved in property rental. 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. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Christian Taylor is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Co-Op Credit Union. Outside of advisory work, he is involved with CD Taylor Holdings LLC, which manages and maintains local residential rental properties. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with insurance and lending solutions.

Todd Trautmann is a financial advisor with Thrivent Investment Management, holding the Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Aside from his advisory work, Trautmann is a board member of the Holmen Area Community Center and has authored a children's book. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based analyses without discretionary trading authority. The firm offers these planning services alongside managed accounts under a consolidated billing option called “WealthPlan.”

Kyle Sobotta is a financial advisor with LPL Enterprise who holds a Series 66 designation and has six years of industry experience. His background includes roles at Prudential Insurance Company of America and Pruco Securities, as well as prior experience outside of financial services at Kohler Company and Sendelbach Farms. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.

Gregg Brandt is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Brandt owns Red Monkey Motorsports, a business involved in selling used and new motorsports parts and supporting his racing and collecting activities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.