David Heine is a CFP® professional with 13 years of industry experience, currently affiliated with ValMark Advisers, Inc. He has held roles at Valmark Securities, Avantax, and Prudential Advisors-Twin Cities Financial Group. Outside of his advisory work, Heine is a partner at SLS, Inc., a tax preparation and financial services firm. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and specialized product platforms.

Kelly Weidendorf is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at SLS, Inc. and Liquibox. In addition to his advisory role, he is involved in financial services operations and client services at SLS, Inc. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and maintains several unique governance and advisory arrangements within the insurance and ETF sectors.

Michael Domler is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Woodbury Financial Services for 23 years. Outside of his advisory role, he is a notary public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options and utilizes various asset-allocation tools and third-party platforms.

Timothy Dreier is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His work history includes roles at Norwood Equipment, Stender Inc., PFS Investments Inc., ISD 108, and Primerica Financial Services. Outside of advising, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Cory Werlinger is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 credentials and 17 years of industry experience. He has worked at Thrivent since 2019 and has prior experience with Waddell & Reed and Ameriprise Financial Services. 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 that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Neil Winterfeldt is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Winterfeldt is based in Brownton, MN. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Joseph Neumann is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent five years at NetApp Corp. He holds the Series 66 designation. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Erik Pace is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Gradient Securities, Ascentium Insurance Solutions, and Case Central LLC. Outside of his advisory role, Pace is involved in multiple non-variable insurance ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, institutional, and retirement plan clients nationwide. The firm offers a range of advisory programs and financial services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Adam Dwyer is a financial advisor with LPL Financial who holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Merrill, Ameriprise Financial Services, UBS, and PFG Advisors, LLC. Outside of his advisory career, he has been involved with the Faribault Referee Association for 17 years and is associated with Faxon Creek Cattle LLC, a farming enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven investment strategies.

Stacy Dammann is a financial advisor with Ameriprise in Glencoe, MN, holding a Series 63 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she is involved in managing an advisory business through GWP Holdings LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team, supporting a range of advisory, brokerage, and insurance solutions.

Sean Keating is a financial advisor with Edward Jones in Le Sueur, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for St Peter Public Schools for 11 years, where he also serves as head boys basketball coach. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large national network of advisors and offers additional services such as tax-efficient management and securities-based lending.

Zachariah Dahlman is a financial advisor with Edward Jones in Gaylord, MN, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple periods at Edward Jones, as well as roles at Frost Brokerage Services and Nd 42 LLC. Outside of his advisory work, he is the owner of ZTD Properties LLC, a real estate business. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment options, operating under a fiduciary standard. The firm is distinguished by its extensive retail advisor network and integrated financial services, including trust and securities-based lending offerings.

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.

Kelly Rach Meggitt is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of her advisory role, she serves as Vice Chairperson of the First Congregational United Church of Christ Resource Team and is a board member of the Glencoe Area Community Foundation. She also participates in community fundraising and coordinates the annual Glencoe Days celebration. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized retirement planning through a centralized consulting team.

Ella Stevens is a financial advisor with Ameriprise in Glencoe, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held various roles including positions at Beef O Bradys and Vector Marketing. Outside of her advisory work, Stevens is involved with GWP Holdings LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice, with an investment approach that includes proprietary research, third-party data, and algorithmic tools.

Paul Traxler is a financial advisor with Edward Jones in Le Sueur, 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, he serves on the advisory board of First Farmers & Merchants Bank in Le Sueur and is involved in a family-owned hunting ranch through Ten Point Ranch LLC. 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 and affiliated products, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.

Brock Deering is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes positions at CHS, Inc., General Mills, Ecolab, and the University of St. Thomas. Outside of his advisory role, he is a part owner of rental properties in Richville, MN, and Sarasota, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.

Kirk Miller is a financial advisor with Edward Jones in Glencoe, MN, holding a Series 63 designation and having 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns a local business unrelated to investment services. 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 solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.