Cassandra Brashier is a financial advisor at Harbour Investments, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2016, including time at ClearStep Financial and Avila Wealth Management. She also serves as an instructor for Community Education District 196. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional and corporate entities. The firm offers a range of portfolio management, financial planning, and advisory services, utilizing various investment approaches and multiple execution platforms.

Cynthia Low is a financial advisor at Geneos Wealth Management, Inc. with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ever Bank and Center Financial, where she is also the owner. Outside of advising, she operates a gift basket business and is an independent fixed insurance agent and notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing multiple analytic approaches and investment strategies tailored to client needs.

Todd Ehret is a financial advisor at Royal Fund Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2017. Prior to that, he was with USA Financial Securities Corporation and has operated Cornerstone Financial Resources, LLC since 2002, where he is involved in annuity and life insurance sales and conducts college planning workshops. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting services. The firm constructs portfolios tailored to client risk tolerance using various analytical approaches and investment strategies, and manages approximately $1.55 billion in assets with a team of 83 advisors.

Toby Hovelsrud is a financial advisor at Ameriprise in Austin, MN, holding a Series 66 designation with 17 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he volunteers with Spruce up Austin, contributing to local park maintenance. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as part of its institutional platform.

Kristine Jorgenson is a financial advisor at Edward Jones in Austin, MN, holding the ChFC® and Series 66 designations with 11 years of industry experience. She has been with Edward Jones since 2014 and also works as a sales representative for Avon, a role she has held since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Sheryl Nelson is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2006 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Brianne Erickson is a financial advisor at Ameriprise with 21 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2004. Erickson serves as the board chair of the Austin Area Arts Board and is co-owner of a real estate business and a management company related to her Ameriprise practice. Ameriprise offers a retirement-income planning service targeting clients with substantial investable assets, providing written, model-driven recommendations that integrate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team and emphasizes the use of its managed accounts in client portfolios.

Courtney Kusick is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Kusick held various roles including positions at the University of Minnesota and several design and hospitality firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions, supported by a large network of advisors and branch offices nationwide.

Carissa Gabrielson is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, she worked for Hormel Foods and Austin Public Schools. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Richard Makope is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Thrivent since 2018, as well as at JP Morgan Chase Bank and Prudential. Outside of his advisory role, Makope is involved in youth soccer coaching and serves on the board of a Christian radio station. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm delivers written recommendations across various planning topics and offers clients the option to combine planning with managed-account services through a consolidated billing program.

Wade Kolander is a financial advisor with Cetera, holding a Series 63 designation and 20 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, Great Plains Financial Partners, and Cetera since 2013. Outside of his advisory work, he serves on the board of directors for the Cedar River Country Club and works as a cook at Austin Country Club. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, corporate, and institutional clients nationwide. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement services through a wide range of investment programs and third-party managers.

Jessica Johnson is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones, U.S. Bank, U.S. Bancorp Investments, Inc., and United Prairie Financial Network. Outside of her advisory role, she is involved with DTK Enterprises, LLC, which provides support and service to advisors and clients, and she also works as a product specialist offering beverage samples in a retail setting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized 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.

James Surdy is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he serves on the Board of Directors for Spruce Up Austin, a local community organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Heather Nelson is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following roles in insurance agencies and management. Nelson serves on the boards of the Hormel Historic Home and Seniors Helping Seniors. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and automated processes overseen by dedicated committees.

Jeffrey Canakes is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2021, he worked at U.S. Bancorp Investments and had experience at Waddell & Reed and various insurance carriers. He served as president of Jeff Canakes Ltd, an S-Corp established for tax purposes, which will conclude as he continues his current role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

Aaron Brack is a financial advisor with Edward Jones in Austin, MN, holding the ChFC® designation and Series 66 license. He has five years of industry experience, including five years at Shaw Stewart Lumber Company prior to joining Edward Jones in 2021. Outside of his advisory role, he serves as a co-trustee of a family farmland trust. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Joseph Downes is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Austin, MN. He has been with Raymond James Financial Services Advisors, Inc. since 2018 and previously worked at Laurel Wealth Planning, LLC. Outside of his primary role, he is also an associate at Integrity Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and supports a broad network of advisors with specialized offerings such as municipal advisory services and customized retirement plan consulting.

Thomas Wuertz is a financial advisor with RBC Capital Markets in Austin, Minnesota, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at RBC Capital Markets since 2010 and currently serves on the board of directors for the Austin Area Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides comprehensive portfolio management, financial planning, custody, and brokerage services.

Jaclyn Wangen is a CFP®-certified financial advisor with Edward Jones in Austin, MN, where she has worked since 2016. She holds a Series 66 license and has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.