Jason Troendle is a financial advisor at Focus Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth Inc. and held roles outside the financial services industry, including positions at The Fertilizer Institute and The Cold Chain Alliance. He also assists Fredrick J. Troendle through a sole proprietorship helping develop financial plans and client service activities. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate entities. The firm provides personalized advisory services encompassing portfolio management, financial planning, and coordination with other professionals for estate and tax planning.

Dana Basballe is a CFP® professional with 30 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. since 2004. Prior to that, Basballe worked with Advisors Group and operates Inspired Retirement Planning. Outside of financial advising, Basballe is involved in fitness product sales and serves on the finance committee of Peace United Church of Christ. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority for most accounts.

Jeffrey Fry is a financial advisor at Geneos Wealth Management, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for Menard Inc and Peoples State Bank of Plainview. Outside of advisory services, he operates a non-investment business under Inspired Retirement Planning and acts as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment approach that combines continuous monitoring, discretionary trading, and a variety of analytic strategies.

Fredrick Troendle is a CFP® with 29 years of industry experience, currently serving at Focus Financial since 2014. He holds the Series 63 designation and has additional involvement as a trustee managing a family estate and serves as treasurer for a local Lutheran church. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts and financial planning services tailored through individualized investor profiles and diversified investment strategies.

Justin Mundt is a financial advisor at Gibbs Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Mundt Wealth Management and Coppell Advisory Solutions. Mundt is also involved in consulting for CPAs and co-leads a proactive business advisory partnership with a tax professional. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists, focusing on portfolio model selection and monitoring rather than proprietary security selection.

Sophi Heim is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise and Polaris Industries. Heim maintains an active CPA license. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across a variety of planning topics. The firm combines holistic, goal-based analysis with optional managed-account services, while keeping planning and portfolio management separate.

Debra Wolf is a Series 66 licensed financial advisor at OSAIC with 22 years of industry experience. Her prior experience includes roles at Securities America Advisors and USAdvisors Wealth Management, LLC. In addition to her advisory work, she is a member of NAIFA Rochester, participating in educational meetings related to insurance regulations. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing a range of asset allocation tools and access to third-party money managers and wrap programs.

Christina Mulholland is a financial advisor at Osaic with three years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Bremer Bank. Mulholland is also involved with Foresight Bank, where she manages investment services and provides insurance and annuity products. Additionally, she owns a sole proprietorship unrelated to investments. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management with access to multiple third-party money managers and platforms.

Joseph Montgomery IV is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Royal Alliance and Focus Financial. He maintains an active CPA license. 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 across various topics with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Kimberly Breuer is a financial advisor with Edward Jones in Plainview, MN, holding the ChFC® and Series 66 designations and bringing 12 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Luke Buehler is a Series 66-licensed financial advisor with Edward Jones, bringing three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Smart-Fill Management Group, Inc. from 2018 to 2022. Outside of his advisory role, he serves as an adjunct professor teaching an introductory Macroeconomics course at Saint Mary's University of Minnesota and holds the position of treasurer for the Saint Charles Area Community Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and maintains affiliated capabilities including a trust company and securities-based lending.

Jacob Thompson is a financial advisor with Thrivent Investment Management in Plainview, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management Inc. since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and business continuation planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping these services separate.

Margaret Schoepski is a financial advisor at Edward Jones in Chatfield, MN, holding the ChFC® designation and Series 66 license with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network and additional affiliated capabilities.