Stephen Connolly Sr. is a financial advisor with The Retirement Planning Center, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at multiple firms including LPL Financial, Crown Capital Securities, and Summit Financial Group before returning to The Retirement Planning Center, where he has had a long tenure. Connolly also provides investment advisory services through Private Advisor Group. The Retirement Planning Center is an independent, sole-proprietorship firm serving individual clients with services including ongoing portfolio management, written financial planning, and variable sub-account management. The firm emphasizes long-term strategic asset allocation and manages client assets primarily on a non-discretionary basis, often using mutual funds and variable annuity sub-accounts.

Bailey Ziemski Harwood is a financial advisor at OneAscent Financial Services LLC with three years of industry experience. She holds a Series 66 designation and has worked at firms including Thrivent Investment Management Inc and Brad Nelson - Thrivent Financial. Outside of her advisory role, she is a part owner of Rapid Towing. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers asset management, financial planning, consulting, and back-office support through a variety of advisory teams and utilizes both customized and model-based investment approaches.

Simon Jackson is a financial advisor with OneAscent Financial Services LLC in Grand Rapids, MN, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining OneAscent, he worked at Thrivent Financial and Swedish Match North America. He serves as an associate board member of the Grand Rapids Youth Baseball Association and volunteers on the finance council at St. Joseph's Catholic Church. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker-dealer customers, and institutions through multiple advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing both model-based platforms and overlay managers.

Donna Gunderson is a financial advisor at Ascentis Independent Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones, Ameriprise Financial Services Inc, and Golden State Equity Partners. In addition to her advisory role, she is involved in independent insurance brokering through Golden State Equity Partners, LLC. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a range of strategies including asset allocation, fundamental and technical analysis, and utilizes sub-advisory and co-advisory platforms along with a Private Direct Investments program.

Brad Nelson is a CFP® with 14 years of industry experience, currently serving as an advisor at OneAscent Financial Services LLC since 2023. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc., totaling over a decade at those firms. Outside of his advisory role, Nelson serves as president of Itasca Youth for Christ and is a board member of Lighthouse Christian Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and institutions with customized asset management, financial planning, and consulting services. The firm utilizes both advisor-managed and model-based investment programs and offers additional services including outsourced CIO and CCO functions.

Sara Bolen is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining OneAscent in 2023, she worked for Thrivent Financial and its affiliated entities from 2011 to 2023. Outside of her advisory role, she volunteers as a bookkeeper for a local nonprofit organization that supports art projects for children in the Grand Rapids, MN area. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing individualized asset-allocation strategies, model-based platforms, and overlay managers, along with additional services such as outsourced CIO and CCO functions.

Karen Lind is a financial advisor with LPL Financial and holds a Series 66 designation. She has 24 years of industry experience, including roles at Cambridge Investment Research Advisors and Blake & Lind CPAs PLLC. In addition to her advisory work, she is actively involved in tax preparation and accounting through her CPA firm, Blake & Lind CPAs PLLC. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Johnathon Sutherland is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. His work history includes roles at Greater Insurance Service, Wells Fargo, and Grand Rapids State Bank, as well as positions outside the financial industry, including teaching at Grand Rapids School and university roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets, offers both brokerage and advisory solutions, and emphasizes research-driven investment approaches combined with a broad range of financial products through affiliated entities.

Kristina Gaalaas is a financial advisor with Edward Jones in Grand Rapids, MN, holding CFP® and ChFC® designations and with 22 years of industry experience, all at Edward Jones since 2004. She occasionally teaches financial planning, written communications, and leadership courses online as an adjunct faculty member at the College of St. Scholastica and instructs an Introduction to Economics course at Minnesota North College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branches, with approximately $1.01 trillion in assets under management.

Benjamin Weerts is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He has held roles at Thrivent and its affiliates since 2002, including a position at OneAscent Financial Services LLC from 2023 to 2024. Weerts holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services while keeping the two separate.

Aaron Roessler is a financial advisor with Cetera in Grand Rapids, MN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has previously worked with Avantax Advisory Services and runs Roessler Financial Services and Roessler & Co Ltd, which provides insurance and accounting services. He is also an independent insurance agent offering health insurance and other insurance products to clients. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program options and third-party money managers.

Ryan Jensen is a financial advisor with Edward Jones in Grand Rapids, MN, holding a Series 66 designation. He began his advisory role at Edward Jones in 2025 after working at Northview Bank, Park State Bank, and Home State Bank since 2015. Jensen has no prior industry experience before 2025. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Nelson is a financial advisor at Edward Jones in Grand Rapids, MN, with two years of industry experience. She holds a Series 66 designation. Prior to her current role, she worked for 11 years in dental hygiene and has maintained her dental hygienist license. Outside the advisory business, she is involved in managing her husband’s vehicle repair business and related property ownership. Edward Jones is a full-service wealth management firm serving over four million clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive retail advisor network and affiliated capabilities such as trust services and securities-based lending.

Cory Jackson is a financial advisor with RBC Capital Markets in Grand Rapids, MN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Alimak Group and Verta Corporation. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning services through a variety of advisory programs and investment options.

Bradley Johnson is a financial advisor at Edward Jones in Grand Rapids, MN, holding a Series 66 designation with 18 years of industry experience, all with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering diverse investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

James Troumbly is a financial advisor with Cetera who holds a Series 63 credential and has 31 years of industry experience. He operates Jim Troumbly Financial Services, a business he has run since 1996, and previously worked with Avantax Advisory Services and Avantax Investment Services. Outside of advising, he serves as an administrator for T. LAKE LLC, which manages office property related to his financial services practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporations, charities, and institutions. The firm offers various portfolio management and financial planning services through a large nationwide network of advisors, utilizing multiple program platforms and manager options.

James Olson is a CFP® professional with 32 years of industry experience. He is currently with LPL Financial and previously spent over a decade at Cambridge Investment Research Advisors. Olson has additional involvement in tax preparation and accounting through Glorvigen, Tierney & Co, PLLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, employing both proprietary and third-party strategies supported by advanced operational tools.

Jaime Troumbly is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Cetera, Jaime worked at Avantax Investment Services and Avantax Advisory Services. Jaime has served as an alternate agent and successor durable financial power of attorney for a family member. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Shane Jaeger is a financial advisor with Edward Jones in Grand Rapids, MN, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as president of BNI - Grand Connections, a local networking group, and is involved in commercial real estate ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Robert Zaun is a financial advisor at Edward Jones in Grand Rapids, MN, with 28 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory role, he is involved in maintaining commercial property as a landlord. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors.

Jeffrey Hakala is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Hakala holds Series 63 and Series 66 designations. 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 financial planning without discretionary trading authority and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Danielle Witherill is a ChFC® and Series 66 credentialed financial advisor with Edward Jones in Grand Rapids, MN. She has 11 years of industry experience, all with Edward Jones since 2015. Outside of her advisory role, she serves as Secretary of the Board for United Way Grand Rapids, is a Chamber Ambassador for the Grand Rapids Area Chamber of Commerce, and is a board member of the Siseebakwet Lake Association. 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 supported by a large network of financial advisors and branch offices nationwide.

Daniel Walby is a financial advisor with Ameriprise in Coon Rapids, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored recommendations through a centralized consulting team.

Brian Lemieux is a financial advisor with Cetera in Grand Rapids, MN, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013. Outside of his advisory role, Lemieux serves as vice president on the board of the Lakes Area Senior Activity Center. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and their individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

John Weber III is a Series 66 licensed financial advisor with Edward Jones in Grand Rapids, MN, where he has worked since 2017. He has nine years of industry experience, including a year at the Grand Rapids Herald Review before joining Edward Jones. Outside of his advisory role, he serves as the Executive Director of Community Cafe Inc., a nonprofit organization in Grand Rapids. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Jennifer Bymark is a financial advisor with Ameriprise in Grand Rapids, MN, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with Ameriprise and its related entities since 2012. Outside of her advisory role, she owns and organizes Bymark Consulting, LLC, a consulting business unrelated to investment activities. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm delivers these services through a centralized team in partnership with financial advisors and emphasizes the use of Ameriprise-managed accounts and affiliated investment products.

Raymond Nikkel is a financial advisor with North Compass Financial Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with North Compass Financial Advisors since 2008 and also operates a self-employed practice, Ray Nikkel & Assoc., since 1986. Outside of advising, he is a partner and Chief Operations Officer in an agricultural land management business, Nikkel Farms LLC. North Compass Financial Advisors provides discretionary portfolio management and retirement-plan consulting to individual and institutional clients. The firm employs long-term asset allocation strategies primarily through mutual funds and ETFs, offering model portfolios that range from Conservative to Aggressive.

Shane Skelly is a financial advisor at North Compass Financial Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cetera Investment Services and First National Bank of Coleraine. In addition to his advisory role, Skelly operates as an independent insurance agent. North Compass Financial Advisors offers discretionary portfolio management and retirement-plan consulting to individuals, businesses, and various entities. The firm’s investment approach focuses on long-term asset allocation using mutual funds and ETFs, with model portfolios tailored to different risk levels.