Jesse Eiynck is a CFP® professional with 25 years of industry experience, currently operating as the sole advisor at Bluprint Financial, LLC in Red Wing, MN. His prior experience includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of his advisory work, he is a limited partner in a technology company and maintains a separate insurance sales practice. Bluprint Financial provides comprehensive wealth management services to individual investors and qualified retirement plan sponsors, including discretionary investment management, financial planning, insurance advice, and estate and education planning. The firm offers tailored advice based on client goals and risk tolerance, coordinates with other professionals, and provides specialized fiduciary services and educational seminars.

John Erickson is a financial advisor with JSE Wealth Management LLC in Wayzata, MN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Aegis Investment Management, LLC and managed self-directed family investments. Outside of advisory work, he serves as trustee for two family trusts and is licensed to offer insurance products. JSE Wealth Management provides discretionary investment management and integrated financial planning primarily to individual and business clients. The firm focuses on active allocation across exchange-traded funds, equities, and fixed income instruments, managing approximately $3.0 million with ongoing portfolio monitoring and rebalancing based on written investment policy statements.

Nathan Ostertag is a financial advisor at Aegis Investment Management, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Ameriprise Financial Services and TIAA-CREF. Ostertag is also a licensed insurance agent. Aegis Investment Management provides investment management, consulting, and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and nonprofit organizations. The firm employs a range of investment strategies including fundamental and economic analysis, managing portfolios across various asset classes on a discretionary basis.

John Loquai is a financial advisor at Excel Financial, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Excel Financial since 2010. Excel Financial, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm manages approximately $333 million in assets and offers tailored investment programs guided by documented Investment Policy Statements.

Brent Urbach is a financial advisor at Excel Financial, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with firms including Ascension Bay Investments and River City Assets. Outside of advising, he is involved in entrepreneurial ventures such as River City Car Wash. Excel Financial provides fee-based financial planning and investment management to individuals, pension plans, charitable organizations, and businesses. The firm utilizes documented investment programs based on client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with retirement plan advisory services.

James Loquai is a CFP® with 18 years of industry experience, currently serving at Excel Financial, LLC since 2008. He has prior experience at Deep Geo, Inc. and has operated as a sole proprietor since 2006. Outside of investment advising, he is also licensed as an insurance agent, dedicating a small portion of his time to insurance sales. Excel Financial, LLC provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $333 million in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting with an investment approach tailored through documented Investment Policy Statements.

Collin Baska is a financial advisor at Excel Financial, LLC in Red Wing, MN, holding a Series 65 designation with one year of industry experience. His prior work experience includes roles at River Valley Power & Sport, Plaas Incorporated, Benedictine Living Community, and Ecumen. Excel Financial provides fee-based financial planning and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-focused investment approach documented in investment policy statements and offers both discretionary and non-discretionary portfolio management.

Michael Spangler is a financial advisor at Excel Financial, LLC in Red Wing, MN, holding a Series 65 designation with five years of industry experience. He previously worked at Optum for five years before joining Excel Financial. Excel Financial provides fee-based financial planning and investment management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s approach includes both discretionary and non-discretionary portfolio management tailored to client goals, with investment programs documented in policy statements and reviewed regularly.

Charlene Rigelman is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 designations. She has 39 years of industry experience, including long-term roles with Nylife Securities Inc. and New York Life Insurance Company since 1986. Outside of her advisory work, she volunteers as the secretary for Christ Episcopal Church in Frontenac, MN. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ashley Lang is a Series 66 registered financial advisor with Edward Jones in Red Wing, MN, with six years at the firm and a total of five years in the industry. Prior to joining Edward Jones, Lang worked for six years at Mayo Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated capabilities supported by a large nationwide network of advisors and branch offices.

Benjamin Kuehni is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 credential. He has one year of industry experience and has been affiliated with Cambridge Investment Research entities since 2024. His prior work includes roles at the City of Red Wing, Saint John's University, and Red Wing Golf Course. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of investment strategies and platform arrangements tailored to client objectives.

Jeffrey Strickland is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameriprise and Wells Fargo throughout his career. In addition to advisory services, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on written recommendation reports and ongoing annual retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Tabitha Meyer is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 66 designation and five years of industry experience. She began her career at Red Wing Stoneware Company before working at Gemini Inc, and has been with Edward Jones since 2019. Outside of her advisory role, she owns and operates a part-time ceramics studio where she creates hand-crafted artisan pieces. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Christopher Guetzlaff is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2017, following nine years at Invest Financial Corporation. Outside of his advisory role, he is involved locally as a baseball coach at Red Wing High School and serves as a board member and volunteer for the Red Wing Youth Football, Basketball, and Baseball Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

Colin Scully is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience, including three years at Foodsby Inc. Outside of his advisory role, he serves as President Elect of the Hastings Area Rotary Club in Hastings, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory and wealth management services supported by a large national network of advisors and branch offices.

Douglas Ritter is a CFP® and PFS™ credentialed advisor with 35 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation. Ritter serves as President and CEO of Discovery Financial Centers, Inc., a role he has held since 1992. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Timothy Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior experience includes roles at LPL Financial, National Planning Corporation, and Discovery Financial Centers. He serves on the board and finance committee of the Jones Family Foundation and is treasurer and council member of United Lutheran Church, both nonprofit organizations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and supports institutional consulting through a large advisor network, with notable services in municipal finance and SIMPLE IRA plan advisory.

Jason Reding is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, he held roles at ASM Global, Augustana University, Sanford Pentagon, and Daktronics, Inc. He serves as a board member of Red Wing Arts and works as a gameday producer for live sporting events and venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of more than 23,000 advisors.

David Ritter is a financial advisor with LPL Financial in Red Wing, MN, holding a Series 66 credential and bringing 12 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation. Outside of his advisory role, he is involved in teaching at Hudson High School and operates Discovery Financial Centers, which includes work as an independent insurance producer. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by tools such as machine learning for research and operational purposes.

Julie Heitman is a financial advisor at Edward Jones in Red Wing, MN, holding a Series 66 designation with seven years at Edward Jones and a total of nine years in the industry. Prior to joining Edward Jones, she worked at CoBiz Financial from 2012 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a broad network of financial advisors and branch offices. 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.

Matthew Theis is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

Conor Smyth is a CFP® professional with 19 years of industry experience, currently affiliated with Edward Jones in Red Wing, MN. He has been with Edward Jones since 2006. 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 wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Hardyman is a financial advisor with LPL Financial in Red Wing, MN, holding Series 63, 65, and 66 licenses and possessing 34 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for five years and has been affiliated with Discovery Financial Centers, Inc. since 1999. Outside of his advisory role, he owns and manages a hobby farm in Red Wing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of advisors with a variety of investment strategies and operational tools.

Patrick Fitschen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and also operates Fitschen Tax & Accounting, a tax preparation and accounting business he has owned since 1997. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary and third-party models, with options for discretionary and non-discretionary management tailored to client objectives.

Cody Buck is a financial advisor with LPL Financial in Red Wing, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at National Planning Corporation and has been affiliated with Discovery Financial since 2015. In addition to his advisory role, he is a commissioned notary. 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 through a large network of representatives. The firm offers a range of investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

Samuel Caswell is a financial advisor with LPL Financial, holding a Series 66 credential and bringing two years of industry experience. His prior work includes positions at First Farmers & Merchants Bank, Charter Bank, Commerce Bank, and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.

Daniel Greenheck is an investment advisor with LPL Financial based in Red Wing, MN, holding Series 65 and Series 63 credentials and four years of industry experience. He has worked at several firms, including Sampair Accurant and Securities America Advisors. In addition to his advisory work, he is involved in tax preparation and retirement advising through Greenheck Tax & Retirement Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Whalen is a CFP® and Series 66-licensed financial advisor with eight years of experience, currently with Edward Jones in Red Wing, MN. His prior work includes a year at STEMworks and an earlier period at Edward Jones. Outside of advising, he coaches 7th grade basketball for Red Wing 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 advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Alex Larson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Ameriprise for one year. 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 range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Michael Dube is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 63 designation and 24 years of industry experience, all with Edward Jones since 2002. His outside business activities include no responsibilities reported with ConocoPhillips and Hess Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Kyra Cyr is a financial advisor at Edward Jones in Red Wing, MN, holding a Series 66 designation with seven years of experience in the industry. Prior to joining Edward Jones, she worked at Ciro and Stromberg's Chicks and Gamebirds, and has experience as a nanny and homemaker. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Steven Lang is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. In addition to his advisory role, he has been involved with USA Hockey as an official since 2008 and serves as president of The Pet Pantry of Northwest Louisiana, a nonprofit pet food distribution organization. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated services such as trust and securities-based lending.

Thomas Wilder is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at firms including Dougherty & Company LLC and Concourse Financial Group Securities Inc before joining Cetera in 2025. Outside of advisory services, he is also the owner and president of Stainless Stone LLC, a business involved in the sale of surgical stainless steel pizza stones. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures and custodial arrangements.

John Gruber is a financial advisor with Ameriprise in Lake City, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including over 20 years with Ameriprise and its affiliated entities. Outside of his advisory role, he serves on the Board of Directors for the Country Park Estates Homeowners Association and consults for Summit Management Group, LLC, assisting with non-licensed operational activities. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Stephen Stolz is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2001. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing a family-owned business entity related to a carwash and serves as Treasurer on the Board of Directors for the Windcliff Homeowners Association in Lake City, MN. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Jason Yockey is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Red Wing, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he has commercial real estate ownership interests. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide written, non-discretionary recommendations delivered through a centralized consulting team in partnership with advisors.

Gregory Roe is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses, with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he works as a health insurance agent assisting clients with Medicare supplement and Part D plans. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written, goal-based recommendations on a wide range of financial planning topics without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing program called WealthPlan, focusing on holistic and individualized client services.

Tracy Sears is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Prior to her current role, she was employed at Knight Barry Title United and Goodhue County Abstract Company. Outside of advising, she is involved in co-owning and managing an agricultural farming business in Ellsworth, WI. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michelle Robertson Hallock is a financial advisor with Edward Jones in Lake City, MN, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, she worked for Treasure Island Resort & Casino from 2008 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

John Lang is a financial advisor with Edward Jones in Lake City, MN, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Lang is also involved in a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Michael Hosfeld is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 and branch offices.

Richard Douglas is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Cambridge since 2005. In addition to his advisory role, Douglas has operated an independent insurance agency and serves as an advisory representative of another registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party model strategies across various platform arrangements.