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Michael D

ChFC®, Series 63

Le Sueur, MN

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Timothy D

Series 63, Series 65

Arlington, MN

Primerica Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Neil W

Series 63

Gaylord, MN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Erik P

Series 66

Le Sueur, MN

LPL Financial

Erik Pace is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Gradient Securities, LLC, Ascentium Insurance Solutions, and Ameriprise, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Adam D

Series 66

Le Sueur, MN

LPL Financial

Adam Dwyer is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill, Ameriprise Financial Services, UBS, and PFG Advisors, LLC. Outside of finance, he has been involved with the Faribault Referee Association for over 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sean K

Series 66

Le Sueur, MN

Edward Jones

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.

Retirement income strategy General retirement planning Wealth management Doctor or Medical Professional Educators, Teachers, and Academics
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Zachariah D

Series 63, Series 66

Gaylord, MN

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Paul T

Series 63

Le Sueur, MN

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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