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.

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.

Breanna Chapman is a financial advisor at Edward Jones in Hutchinson, MN, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, she worked at Anderson Chemical Company for seven years and Crest Healthcare Supply for one year. Outside of her advisory role, she owns and manages a horse boarding facility and provides respite foster care through Meeker County Social Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Marcus Max is a CFP® with 34 years of industry experience, currently serving with Ameriprise since 2020 and having worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Hutchinson, MN. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes annual planning advice with a focus on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Annie De Meyer is a financial advisor at Edward Jones in Hutchinson, MN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at H Fit 360 as a group fitness instructor and has also been involved with Hutchinson Public Schools as a girls' high school soccer coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors and more than $1 trillion in assets under management.

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.

Nicholas Pederson is a Series 66-credentialed financial advisor with Edward Jones, based in Hutchinson, MN, and has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over 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 manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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.

Kyle Wendling is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. Wendling serves on several nonprofit boards, including the Hutchinson Health Foundation, Hutchinson Area Community Foundation, and the IJ Burich Family Foundation, and holds a municipal board position with the City of Hutchinson. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Joseph Tauer is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Cetera Advisor Networks, Prairie Plans Asset Management, and Investment Centers of America. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Timothy Piehl is a Series 66 credentialed advisor with 13 years of industry experience, currently practicing at Cetera in Hutchinson, MN. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he serves as a board member for Faith Lutheran Church, assisting with fundraising and financial matters, and is vice president of the Central United Rush Soccer Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment managers.

Michelle Bekkala is a Series 66 credentialed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior experience includes roles at Home State Bank and a long tenure at Young Living Essential Oils. She serves as a board member and community liaison for Meeker Memorial Hospital and is a past president of the Rotary Club in Hutchinson, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach includes holistic, goal-based analyses and offers clients the option to integrate planning with managed-account programs while keeping these services separate.

Aaron Jones is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has previously worked with Minnesota Life Insurance Company and Securian Financial Services. Jones also is an owner of a sole proprietorship related to insurance policy trail income. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisors and multiple advisory platforms. The firm utilizes asset-allocation tools, risk assessment, and various portfolio management options to meet client needs.

Corey Zimmermann is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. His background includes service with the Minnesota Air National Guard from 2016 to 2019 and leadership as Branch Manager at Hutchinson Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA consulting.

Michelle Redding is a Series 66 licensed financial advisor with Edward Jones in Hutchinson, MN, with six years of industry experience. She has worked at Edward Jones since 2019 and previously was employed at CentraCare Health Monticello from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management. The firm provides a range of investment strategies and affiliated services through a nationwide network of more than 23,700 financial advisors.

Neil Schlagel is a financial advisor with OSAIC based in Hutchinson, MN, holding a Series 66 designation and seven years of industry experience. He has held prior positions at Sagepoint Financial and ISD 466. Outside of advising, he owns and operates ProWoodBats, a business focused on sales and service. OSAIC serves a range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios for both discretionary and non-discretionary accounts.

Diane Knorr is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds a Series 66 credential and has been with Thrivent Financial for Lutheran and Thrivent Investment Management since 2009. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

James Chapman is a Certified Financial Planner (CFP®) with 10 years of industry experience, all of which has been with Edward Jones since 2016. He is based in Hutchinson, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Hannah Max is a financial advisor at Ameriprise with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Allianz Life Financial Services and the University of Minnesota. Prior to her advisory roles, she was affiliated with the Minnesota Timberwolves & Lynx organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Westlund is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 43 years of industry experience. His prior experience includes roles at Voya Financial Advisors and Cetera Wealth Services. Outside of his advisory work, he serves as president of Haugen Home Furnishings, a furniture manufacturing business, and holds leadership positions in community organizations such as the Minneapolis Aquatennial Ambassador Organization and the Blue Line Club. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors and 800,000 clients nationwide. The firm offers a multi-manager platform with diverse portfolio management options for individuals, retirement plans, and institutional clients.

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.

Kayla Tessmer is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and has previously worked at Teachers on Call and Innovative Quality Schools. Outside of her advisory role, she serves as an ambassador for the Hutchinson Chamber of Commerce and as secretary for the Hutchinson Parent Teacher Organization. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Matthew Beilke is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at Citizens Bank & Trust Co. and the Hutchinson Area Chamber of Commerce. His background also includes service with Hutchinson Police Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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.

Linkin Orth is a financial advisor at OSAIC with a Series 66 designation and less than one year of industry experience. Prior to joining the financial industry, Orth worked for five years at Motive School of Movement and four years at Avant Couer Gymnastics. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory services and platforms, utilizing firm-provided tools and multiple third-party arrangements to construct and manage portfolios across various asset classes.

John Sanken is a financial advisor with OSAIC and holds the Series 63 and Series 65 designations. He has 17 years of industry experience, including a longstanding role at Sagepoint Financial, Inc. In addition to his advisory work, he serves as a board member for the Cedar Mills Townboard and the Hutchinson Chamber of Commerce. OSAIC serves a broad client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services, using firm-provided asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

Mark Linder is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 designations. He has 29 years of industry experience, including prior roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. In addition to his advisory work, he has been involved with Independent School District 466 for over a decade and is a partner in Linder Farms LLC. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary accounts.

Jacob Linder is a financial advisor with OSAIC in Hutchinson, MN, holding Series 63 and Series 65 credentials and totaling 12 years of industry experience. He worked at SagePoint Financial for 10 years before joining OSAIC in 2023. Outside of his advisory role, he owns and manages a small portfolio of six single-family rental properties and has maintained a construction and contracting business for over two decades. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across a broad range of investment types.

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.

Amanda Schueler is a Series 66-licensed financial advisor with Cetera, based in Hutchinson, MN, and has 11 years of industry experience. She has been with Cetera and its related entities since 2015 and is also affiliated with Zephyrus Financial Services. Outside of advising, she is a 50% owner of 1982 Holdings LLC, a real estate holding company. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a national network of over 10,000 advisors. The firm offers a variety of portfolio management, financial planning, and retirement services across multiple program structures, managing over $256 billion in assets.

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.

Mark Peterson is a financial advisor with Cetera who holds a Series 63 designation and has 30 years of industry experience. He has been with Cetera and its related entity since 2013. In addition to his advisory role, he is a financial professional at Novation Credit Union, offering investment and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm provides a variety of portfolio management and advisory services, utilizing a multi-manager platform with discretionary and non-discretionary options.

David Westlund is a financial advisor with Cetera, holding the ChFC® designation alongside Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at Voya Financial Advisors and operating his own firms, Westlund Associates and Westlund Investments. Westlund serves as a board member of the Beaver Creek West Condominium Association in Colorado. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform supported by over 10,000 advisors nationwide.

Christine Ruppert is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials, and has 12 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Ruppert has served as past president of the Hutchinson Ambassadors, a local business support organization, and is a board member of the Island View Townhome Association. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses. The firm emphasizes written recommendations across various financial planning topics while maintaining a separation between planning and managed-account services.

Patrick Chapman is a financial advisor at Edward Jones with 38 years of industry experience. He has worked with Edward D. Jones & Co., L.P. since 1987 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Randall Razidlo is a CFP® professional with 23 years of industry experience, currently advising clients at Ameriprise since 2020. His prior roles include positions at Thrivent Financial and its affiliated companies from 2016 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team using modeling and tax-efficiency analysis to generate tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Eli Santelman is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation. Prior to joining Cetera, he worked at Bethel University and Providence Academy. Outside of advisory work, he serves as a game night assistant for the Minnesota Timberwolves, managing wristbanding and access to courtside club spaces. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and custodial arrangements.