Michelle Amundson is a financial advisor with The Sherwin Group in St. Peter, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at The Sherwin Group since 2012 and previously held positions at National Planning Corporation and Securities America, Inc. Amundson is also a commissioned notary public in Minnesota and provides notary services for existing clients upon request. The Sherwin Group offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, charitable organizations, and plan sponsors. The firm uses asset-allocation models combined with fundamental and technical analysis and provides services through Charles Schwab & Co., Inc., emphasizing suitability and regular client reviews.

Paige Asplin is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. She holds a Series 66 designation and has worked in healthcare and education settings, including four years at Mayo Clinic. In addition to her advisory role, she works as a registered nurse providing skilled in-home care. ValMark Advisers offers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based portfolios with a focus on asset allocation and employs both proprietary and third-party platforms to manage client investments.

Thomas Anderson II is a CFP® professional with 21 years of experience in the financial services industry. He is currently with ValMark Advisers, Inc. and Valmark Securities, Inc., where he has worked since 2022. His prior experience includes roles at Avantax Insurance Agency, Kansas City Life, Mutual of Omaha, and Avantax Advisory Services. Outside of his advisory work, Anderson is a partner and operator of The Signpost, LLC, a sign manufacturing and sales business, and serves as an elder and treasurer at Harvest Community Church, as well as chapter president and instructor for the American Financial Education Alliance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a variety of proprietary platforms and support services designed to meet a broad range of client needs.

Casey West is a financial advisor with Principal Financial Services, holding a Series 63 credential and 17 years of industry experience. He has worked at Principal Life Insurance Company since 2009 and is currently with West & Mager Insurance & Financial Services. Outside of advising, West serves as a board member for both the Rivers Edge Hospital Commission and the St. Peter Lions Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Scott Borgstahl is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory, and brokerage services utilizing a platform that integrates advisor programs with a range of financial products, including insurance.

Michael Domler is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Woodbury Financial Services for 23 years. Outside of his advisory role, he is a notary public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options and utilizes various asset-allocation tools and third-party platforms.

Peter Nelson is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with Cetera. His prior roles include positions at LPL Financial, Frandsen Bank & Trust, and Nicollet County St. Peter Bank. Nelson also provides insurance services related to life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Timothy Dreier is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His work history includes roles at Norwood Equipment, Stender Inc., PFS Investments Inc., ISD 108, and Primerica Financial Services. Outside of advising, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Mitchell Nelson is a financial professional with six years of industry experience, currently associated with Cetera. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services, Mapvest Wealth Management, Frandsen Bank & Trust, LPL Financial, Trellance, and OnApproach. In addition to his advisory role, he is licensed to sell fixed insurance products such as life, health, disability, annuities, and long-term care policies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management strategies, financial planning, and consulting services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

Kenneth Anderson Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Home Mortgage from 2009 to 2017. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Peter Plut is a financial advisor with LPL Financial, holding a Series 66 license and bringing 25 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 17 years with Investment Centers of America, Inc. Additionally, he has been involved with FIRST NATIONAL BANK since 2000 and with VFW Post #1803 since 1999. Outside of advisory work, he is an agent for non-variable insurance products through two insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and technology-driven strategies.

Lucas Bollum is a financial advisor with Ameriprise in Saint Peter, MN, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2018, following seven years at Scheels All Sports. Outside of his advisory role, he is a co-owner and registered agent of an LLC established from a family estate settlement. Ameriprise serves clients with a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service designed for individuals with significant investable assets. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary retirement income recommendations.

Casey Wussow is a financial advisor with Ameriprise in Kasota, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he has a family trust interest in agricultural land. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its advisors.

Erik Pace is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Gradient Securities, Ascentium Insurance Solutions, and Case Central LLC. Outside of his advisory role, Pace is involved in multiple non-variable insurance ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, institutional, and retirement plan clients nationwide. The firm offers a range of advisory programs and financial services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Adam Dwyer is a financial advisor with LPL Financial who holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Merrill, Ameriprise Financial Services, UBS, and PFG Advisors, LLC. Outside of his advisory career, he has been involved with the Faribault Referee Association for 17 years and is associated with Faxon Creek Cattle LLC, a farming enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven investment strategies.

Michael Weelborg is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in several commercial real estate ventures including ownership interests in fitness and wellness facilities, an event space, and other commercial properties in St. Peter, Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Andrew Barnick is an Investment Solutions Representative III. In this role, he partners with clients to understand their short- and long-term goals and helps build customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families based on trust, reliability, and competency. Andrew has held several positions in the financial services industry. He worked as an Investment Solutions Representative II and I at Fidelity Investments between 2021 and 2022. Prior to that, he served as Market President and Program Manager and Financial Advisor at SouthPoint Financial Credit Union from 2019 to 2021. From 2014 to 2019, he was the Mankato Area Program Leader and Financial Consultant at Frandsen Bank and Trust. He holds an Arkansas insurance license.

Jeffrey Dahlseid is a Financial Advisor with Thrivent Investment Management and holds a Series 66 designation. He has been with Thrivent and its affiliated entities since 2024 and previously spent 23 years at Gustavus Adolphus College, where he currently maintains a research professor role focused on collaborating with undergraduate students and completing academic research. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority, and combines planning with managed-account options under consolidated billing.

Mark Bollum is a financial advisor at Ameriprise with 41 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in commercial real estate ownership in St. Peter, Minnesota. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Sean Keating is a financial advisor with Edward Jones in Le Sueur, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for St Peter Public Schools for 11 years, where he also serves as head boys basketball coach. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large national network of advisors and offers additional services such as tax-efficient management and securities-based lending.

Patti Kelly is a financial advisor at Thrivent Investment Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2007. She serves as a General Executive Board Member for Compassion In Action, a nonprofit focused on faith-based disaster relief and community service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering written recommendations on various planning topics without implementation. The firm uses goal-based analyses and offers clients the option to combine planning with managed-account programs under a consolidated billing system.

Meghan Anderson is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2017. She has eight years of experience in the financial industry and previously worked at Best Buy for eleven years. 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 provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Jones is a CFP® with 24 years of experience, currently serving as a financial advisor at Thrivent Investment Management since 2002. He holds the Series 66 designation and is based in Saint Peter, MN. Outside of his advisory role, he owns and manages several real estate holdings and works as an independent agent offering Medicare-related health insurance products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based, holistic financial plans without discretionary trading authority. The firm offers these services on a one-time or ongoing basis and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Paul Traxler is a financial advisor with Edward Jones in Le Sueur, MN, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves on the advisory board of First Farmers & Merchants Bank in Le Sueur and is involved in a family-owned hunting ranch through Ten Point Ranch LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.

Loren Edberg is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Royal Alliance Associates and Focus Financial Network, Inc. from 2016 to 2022, and Invest Financial Corporation from 2008 to 2016. Outside the financial industry, Edberg owns and operates Cutting Edge, a home remodeling and rebuild business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management and incorporating model portfolios and research support.

Deena Lindstrom is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Primerica since 2001 and is also involved with local educational and church organizations in Saint Peter, Minnesota. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and provides a tiered wrap-fee structure for its services.

Erick Rykhus is a financial advisor at Edward Jones in St. Peter, MN, holding a Series 66 designation with 12 years of industry experience. 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 with approximately $1.01 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, operating under a fiduciary standard.