Lee Turek is an investment advisor at First Midwest Investments with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with First Midwest Investments since 2006. Outside of his advisory role, he is involved in introducing bank loan participants in a non-investment capacity. First Midwest Investments provides investment advisory services to retirement plans, corporations, and individuals, including 401(k) consulting, participant education, and portfolio management. The firm manages approximately $11 million in non-discretionary assets and emphasizes pension consulting and direct participant services alongside fundamental analysis across various asset classes.

Timothy Tuinstra is a financial advisor at Calder Financial Group with five years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Outside of advising, he provides tax planning and tax return preparation as an IRS Enrolled Agent and also assists his son with a residential and small commercial painting business. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, offering discretionary investment management and comprehensive financial planning. The firm uses a model portfolio approach with tactical rebalancing and provides pension consulting and third-party administration services.

Melissa Mansfield is a financial advisor with Focus Financial and holds a Series 66 designation. She has 12 years of industry experience and has been with both Focus Financial and OSAIC since 2015. In addition to her advisory role, she works as an insurance agent, assisting clients with policy applications and offers. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Brian Russell is a financial advisor at Cetera Planning Partners with 19 years of industry experience. He holds a Series 63 designation and has held previous roles at Avantax Investment Services, Avantax Planning Partners, and ProEquities. In addition to his advisory work, Russell serves as president and CPA of Russell & Associates LLC, a public accounting and consulting firm. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified portfolios tailored to client objectives, and it provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Bradley Fritz is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of finance, he serves as a commissioned officer in the U.S. Army Reserve and works as a bartender at local bars and grills. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term forecasts.

Jordan Zimmerman is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously with Ameriprise Financial Services and Securities America Advisors. His background also includes roles outside the financial sector, including a position with the Los Angeles Angels of Anaheim. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Christopher Perkins is a Series 66-licensed financial advisor with Thrivent Investment Management in Winona, MN, where he has worked since 2019. He has a total of seven years of industry experience, including prior roles at Verve, A Credit Union. 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 covering a wide range of financial topics, delivered as either one-time or ongoing engagements, with separate managed-account services available through a consolidated billing option.

Aaron Dienger is a Series 66-licensed financial advisor with Edward Jones in Winona, MN, with 16 years of industry experience, all at Edward Jones since 2010. 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 through a nationwide network of advisors, offering 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.

Kelsey Colon is a Series 66-registered financial advisor with Edward Jones, based in Winona, MN, with one year of industry experience. Prior to joining Edward Jones, Kelsey worked at Fastenal, Kwik Trip, and Kentucky Fried Chicken. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies alongside affiliated investment products and services.

Wayne Myhre is a financial advisor with Edward Jones in Winona, MN, holding the CFP® and Series 66 designations and having 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member for St. Matthews Preschool in St. Charles, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, along with affiliated capabilities such as a trust company and securities-based lending.

Matthew Schroeder is a financial advisor at Osaic with two years of industry experience. He previously worked at Securities America, Inc. and spent eight years at Vantiva. In addition to his advisory role, he coaches pole vault for the track and field teams at Winona Senior High School and Saint Mary’s University of Minnesota. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a broad network of advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Garrett Ping is a Certified Financial Planner (CFP®) with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in Winona, MN. 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. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dylan Lisitza is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior roles include positions at Finnacial Services of Winona and Foundation Finance, as well as work experience during college at Winona State. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors. The firm offers a variety of integrated financial services and utilizes firm-provided tools and third-party platforms to construct and manage client portfolios across multiple asset classes.

Alexis Partington is a financial advisor at Edward Jones in Winona, MN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, Alexis worked at Mayo Clinic and The Grove Golf Course, and has a background that includes a long-term role at Fastenal Company. 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 programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Matthew Slaggie is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2014. Outside of his advisory role, he serves as vice president and board member for the nonprofit Hurry Back Productions, Inc., is treasurer of the Slaggie Family Foundation, and holds an officer position at Winona Golf and Dining, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports a wide network of advisors with specialized programs and institutional consulting.

Kimberly Renk is a CFP® professional with over 31 years of experience in the financial services industry. She has been with Edward D. Jones & Co., L.P. since 1994. Outside of her advisory role, she is associated with Interest Seekers, LLC, an equipment rental business based in Austin, TX. 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 programs and investment options supported by a nationwide network of over 23,700 financial advisors.

Robert Quinlan is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 36 years of industry experience. He has been with Cetera and its affiliated firms since 2019, following a decade at SagePoint Financial. Quinlan is a co-owner of an advisory and insurance services firm and serves on the board of the Winona Community Foundation. Cetera Investment Advisers LLC is an SEC-registered firm providing a range of investment advisory and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management options and access to multiple managers and program structures.

Matthew Reeck is a financial advisor with Edward Jones in Winona, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Aleah Harvey is a Series 66-licensed financial advisor with Edward Jones in Winona, MN, holding four years of industry experience. Her prior work includes roles with Lutheran and Episcopal churches and Saint Mary's University of Minnesota, spanning over a decade. Harvey serves as a substitute musician for several local churches and is an at-large board member of Women in Business of Winona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a 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 through a large nationwide network of financial advisors and branch offices.

Mark Swenson is a Series 66-credentialed financial advisor with six years of industry experience, currently serving clients at Osaic. His prior roles include positions at Securities America Advisors, Edward Jones, and Dynamic Lifecycle Innovations. Outside of his advisory work, he is an elected school board member for Houston School District 294 and serves on the board of the Minnesota Rural Education Association. He also co-manages a family farm in Minnesota. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and third-party managers to construct portfolios tailored to clients’ risk tolerances and preferences.

Kevin Mahoney is a financial advisor at Edward Jones in Winona, MN, holding CFP® and PFS™ designations with 22 years of industry experience. He has worked at Edward Jones since 2017 and was previously with Nesnah Management/La Crosse Scale from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Gervais is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Edward Jones for nine years. Outside of his advisory role, Gervais serves as a committee member of the Wilson Township Planning and Zoning Commission and is a basketball referee. 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, third-party asset management, and participant-level retirement advice.

Lynette Stevens is a financial advisor with Edward Jones in Winona, MN, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, Stevens serves as Treasurer for the Pleasant Green Townhouse Association, managing financial records and reporting to the board. 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 and is notable for its large retail advisor network and affiliated financial services.

Susan Cassidy is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. 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 strategies, separately managed accounts, and affiliated mutual funds.

Michael Slaggie is a financial advisor with Raymond James Financial in Winona, MN, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2010 and is also the owner of Slaggie Capital Group. Outside of his financial career, he serves as president of Hideaway Outfitters, a business involved in land management for livestock and guided hunting, and he founded the nonprofit Hurry Back Productions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting client implementation through various advisory programs.

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 Clausen is a financial advisor with Edward Jones in Winona, MN, holding Series 63 and Series 66 designations and having 11 years of industry experience. Her prior work includes roles at Northwestern Mutual and related entities, with additional experience in local community recreation. 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 large national network of financial advisors and branch offices.

Phillip Anderson is a financial advisor with OSAIC in Winona, MN, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 40 years of industry experience, including prior roles at Securities America Advisors and Ameriprise Financial Services. Outside of his advisory work, he owns a building used for his practice and leases office space to local attorneys. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with an emphasis on asset allocation, risk management, and access to third-party managed accounts.

Nash Kramer is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at the Mayo Clinic and the University of Minnesota-Morris. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. 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.

Theresa Mc Nally is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Winona, MN, and has three years of industry experience. Her prior work includes roles at Thrivent Financial and Telus International, as well as long-term employment with Winona Area Public Schools. 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 broad range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option.

Ronald Cryderman is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has worked with Thrivent and its affiliates since 2018, previously serving at SII Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses and planning through a network of Financial Advisors. The firm offers planning services separate from asset management, focusing on comprehensive written recommendations across various financial topics.

Andrew Kieffer is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at Cetera and Winona National Bank since 2016. Outside of his advisory role, he serves on the finance committee for the Diocese of Rochester-Winona Priest Pension Fund and is a board member of Cotter Schools, where he participates on the Operational Vitality Committee. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and investment strategies.

Douglas Johnson is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, asset management, and institutional platforms, providing a range of advisory services supported by research and technology tools.

Jacob Reeck is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked in various roles including at Nutty Squirrel Sports Saloon and the City of River Falls Glenn Park Swimming Pool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Brandi Moore is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at Edward Jones in Winona, MN since 2016. She holds the Series 66 designation. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branch offices.

John Hardy is a financial advisor with Edward Jones in Winona, MN, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he participates in music performance and maintains a foster care license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Alana Wilson is a financial advisor at Edward Jones in Winona, MN, holding ChFC® and Series 66 designations with seven years of industry experience. She has been with Edward Jones since 2006, serving in various capacities over this period. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Gregg Brandt is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Brandt owns Red Monkey Motorsports, a business involved in selling used and new motorsports parts and supporting his racing and collecting activities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.