Daniel Hamlet is a financial advisor with Convergence Financial in Fairmont, MN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial and Edward Jones, and he serves in the United States Army Reserves. Outside of advising, he is a self-published author. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, and business entities, focusing on strategic asset allocation and fundamental analysis for tailored portfolios. The firm supports a range of services including discretionary and non-discretionary asset management, retirement plan consulting, and fiduciary services, operating across multiple offices with a team of 24 advisors managing over $900 million in assets.

Sarah Gerhard is a financial advisor at Avantax Planning Partners, Inc. with eight years of industry experience. She holds a Series 65 designation and has worked at Avantax since 2017. In addition to her advisory role, she is a partner at Erpelding, Voigt & Co., LLP, a CPA partnership where she reviews tax returns and meets with clients. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based style allocation strategies and discretionary portfolio management. The firm operates within a larger corporate group and offers tax-intelligent overlays and centralized trading through its designated custodians.

Sarah Willers is a financial advisor with CWM, LLC and holds a Series 65 designation. She has 1 year of industry experience and previously worked at Sweet Financial Partners and Raymond James Financial Services, Inc. Outside of financial advising, she is a notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios using discretionary model portfolios supported by an in-house Investment Committee and offers a range of services including retirement plan management and sub-advisory solutions.

Kaitlin Bell is a financial advisor with CWM, LLC and holds a Series 66 designation. She has five years of industry experience and has previously worked at Sweet Financial Partners, Purshe Kaplan Sterling Investments, and Raymond James Financial Services. Kaitlin also serves as Associate Director at Sweet Financial Partners. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, sub-advisory, and retirement-plan services.

Jeffrey Zarling is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Full Circle Financial and ProEquities, Inc. Outside of advisory work, he is owner and president of RTA Properties LLC, which manages real estate sales and property management. United Planners Financial Services is a national wealth-management enterprise serving a broad client base ranging from individual investors to institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to deliver tailored investment and cash-management solutions.

Oliver Kollofski is a CFP® with 19 years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Sweet Financial Partners, LLC and Raymond James Financial Services. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving individuals, high-net-worth families, institutions, and corporations. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, retirement-plan solutions, and sub-advisory services.

Seth Becker is a financial advisor with SPC in Fairmont, MN, holding a Series 63 designation and 24 years of industry experience. He has worked at Parkland Securities since 2014 and with Sigma Planning Corporation since 2007. Outside of advising, Becker owns Becker Financial Group, LLC, which sells life, health, and disability insurance, and he is involved in a cattle business that supplies beef to the Minnesota Department of Agriculture. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering both discretionary and nondiscretionary management tailored to client needs.

Lucas Jagodzinske is a financial advisor with SPC holding a Series 66 designation and no prior industry experience. His work history includes roles outside the financial sector at organizations such as Sherburn Nursery and Floral and Augsburg University. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporations, delivering advice through a large network of advisors.

Myah Legred is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she worked at firms including LPL Financial and Purshe Kaplan Sterling Investments. Outside of her advisory work, she is involved with Midwest Wealth Group, where she serves as an advisor and is active in business operations. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Zachary Krause is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining Thrivent, he worked at First Financial Bank in Winnebago for nine years and owned Krause Custom Construction, LLC for ten years. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based analyses and written recommendations across various planning topics without implementing those recommendations. The firm offers a consolidated billing option called “WealthPlan” that integrates planning with managed-account services while keeping them separate.

William Schellpeper is a financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones, he worked at Scheels and has experience in education and outdoor retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rebecca Sinn is a financial advisor with Edward Jones in Fairmont, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Wilbur Ellis Company and Farmers Business Network. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Jason Bonnema is a financial advisor with Thrivent Investment Management in Fairmont, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial since 2015 and Thrivent Investment Management since 2014. Outside of his advisory role, he serves on the board of New Creation Ministries, which supports local ministry leaders in Southern Minnesota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering both one-time and ongoing planning engagements that cover a broad range of financial and personal topics without implementation services.

Rebecca Fischer is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, she worked at Green Plains, Inc. and Archway Marketing, and spent two years in homemaking. 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 nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Bryon Nelsen is a financial advisor with Edward Jones in Fairmont, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Lakeview Methodist Health Care Center for 11 years. Outside of his advisory role, he owns a small lawn mowing business in Armstrong, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kimberly Schultze is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked for Hy-Vee Pharmacy for ten years. Outside of her advisory work, Kimberly assists with antique displays at the Martin County Fair and serves as a notary. 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 products, supported by a large network of financial advisors and branch offices nationwide.

Amanda Kosbab is a financial advisor with Edward Jones in Fairmont, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2008. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Jessica Salic is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked at Cetera and Profinium since 2023 and previously spent 16 years at Sweet Financial Services. Salic serves as chairman of the school board for Granada-Huntley-East Chain Schools and is secretary for the Granada-Huntley-East Chain Community in Action Board, supporting local youth through 4H club activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and advisory services through a multi-manager platform with access to affiliated and third-party investment strategies.

Randy Peyman is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Raymond James in 2026, he worked at LPL Financial for eight years and SII Investments for 21 years. He is also the owner of Midwest Wealth Group, a support company based in Fairmont, MN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools, and supports municipal and public-finance work through unique affiliations.

Jacob Hartke is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 10 years of industry experience. His previous roles include positions at Raymond James Financial Services and Sweet Financial Partners. He is also involved with Triple H Financial Services as a business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios alongside research from both in-house and third-party sources.

Matthew Fischer is a financial advisor with Edward Jones in Fairmont, MN. He holds a Series 63 designation and has 27 years of industry experience, all with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is noted for its large network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Brandon Sahr is a financial advisor with Thrivent Investment Management in Fairmont, MN, holding a Series 66 designation and bringing nine years of industry experience. He has been with Thrivent and its related entities since 2016. Outside of his advisory role, Sahr serves on the board of New Horizon Adoption Agency, a nonprofit focused on adoption services, and has been involved with Dell Lutheran Church as a council member. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based planning without discretionary trading authority. The firm integrates planning with managed-account programs through its WealthPlan option while maintaining separate service structures.

Linsey Preuss is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Preuss worked for the City of Fairmont for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.