Matthew Wojick is a CFP® professional with nine years of industry experience. He is the sole advisor at Wojick Capital Management, an independent firm based in Zumbrota, MN. His prior experience includes roles at Edward Jones and FBL Wealth Management. Although licensed to sell insurance, he does not offer insurance products to clients. Wojick Capital Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses a non-discretionary model, requiring client approval for all trades, and employs fundamental and cyclical analysis with quarterly account reviews.

Sarah Johnson is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of her advisory role, she is the owner and presenter of JSJ Solutions, an educational business offering faith-based programs focused on personal growth. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other clients, employing both discretionary and non-discretionary strategies. The firm integrates proprietary model portfolios and third-party sub-advisors, utilizing a range of investment vehicles while offering specialized services for employer-sponsored defined contribution plans.

Scott Sorenson is a Series 66-licensed financial advisor with First Heartland Consultants, Inc., where he has worked since 2015. He has 14 years of industry experience and is also owner of TUB MD LLC, a bath and shower repair business. Additionally, Sorenson is an independent insurance agent specializing in life, accident, health, and Medicare-related products. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm delivers discretionary portfolio management through independent representatives using various analytical methods and offers a range of programs including personalized asset management, third-party management, and self-directed brokerage accounts.

Jeffrey Lohmeyer is a financial advisor at Thrivent Investment Management with four years of industry experience. Prior to his current role, he worked at Mayo Clinic for 33 years. He is a board member of Pine Island Area Home Services, where he assists with fundraising projects and general board decision-making. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Karolin Lex is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. She is based in Zumbrota, MN, and has held roles at Ameriprise Financial Services, Inc. prior to her current position. Lex serves on the Board of Directors for the Stabilize Zumbrota Families Committee and is involved as Development Committee Co-Chairperson for the National Professional Agricultural Student Organization. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Leann Grover is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at Ameriprise. Her career includes roles at Avantax Advisory Services and 1st Global Advisors, among others. Outside of financial advising, she manages tax and accounting services at Hemann Grover & Co., Ltd. and serves as treasurer on the board of Sunset Ridge Villas. Ameriprise provides comprehensive retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Justin Adams is a financial advisor with Ameriprise in Zumbrota, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Dairy Farmers of America from 2019 to 2022. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Peter Helland is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in managing an investment-related business, DTK Enterprises. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports its financial advisors in delivering tailored retirement income recommendations.

Susan Ecker is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Avantax Investment Services, 1ST Global Advisors, and Cetera. She serves on the Roscoe Township Board and works in tax preparation outside of her advisory role. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team that combines research, modeling, and tax-efficient strategies to deliver customized, non-discretionary recommendations.

Carter O'reilly is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. His work history includes roles at Frandsen Bank & Trust and Gustavus Adolphus College. Outside of his advisory role, he serves as a sports referee for Pine Island Schools and is employed part-time with Accra Home Care. 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 broad range of financial planning and investment management services through a large network of advisors, using various portfolio models and third-party subadvisors.

Michelle Gascoigne is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 63 designation and has worked at firms including Cetera and Frandsen Bank & Trust. Outside of her advisory role, she is involved in retail nutrition through Isagenix. 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 advisory and brokerage services, including financial planning and access to model portfolios, and supports advisors with research and technology tools.

Joseph Blazek is a financial professional at Cetera with four years of industry experience. He holds a Series 66 credential and has previously worked with Securian Financial Services, Minnesota Life Insurance Co, and First Command Brokerage Services. Blazek also serves as the chapter president of a nonprofit organization called BNI. Cetera Investment Advisers LLC is an SEC-registered adviser that offers financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform providing access to a range of investment strategies and third-party managers, serving over 800,000 clients with more than $256 billion in assets under management.

Jannifer Scholl is a financial advisor with Edward Jones in Zumbrota, MN, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is involved with Encee Consulting LLC, a real estate business based in Zumbrota. 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 large network of financial advisors and branch offices nationwide.

Adam Hunt is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years at the firm. Prior to joining Ameriprise, he worked at DHL Supply Chain for two years and Menard Inc. for three years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for those approaching or in retirement. The service provides written Recommendation Reports and ongoing planning advice, leveraging internal research and third-party data to guide asset allocation and Social Security claiming decisions.

Glen Hemann is a CFP® professional with 28 years of industry experience, currently serving at Ameriprise. His prior roles include positions at Avantax Investment Services, 1st Global Advisors, and Cetera. Outside of his advisory work, Hemann is involved in community organizations, serving on the Pine Island Chamber of Commerce Board and as president of the Pine Island United Fund, and he is also employed at an accounting firm specializing in tax preparation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kayla Shelstad is a financial advisor at Edward Jones in Zumbrota, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, she worked at BlueStem Wealth Partners and has held various roles including positions at Goodhue County and Liberty Tax Service. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.