Scott Dornbusch is the sole advisor at Dornbusch Asset Management in Faribault, MN, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Dornbusch Asset Management since 1997. Outside of advisory services, he recently sold an industrial pump distribution business. Dornbusch Asset Management provides fee-only investment advisory services to individual investors and small businesses, focusing on discretionary portfolio management primarily using stocks, bonds, mutual funds, and ETFs. The firm applies Modern Portfolio Theory with tailored allocations and incorporates both fundamental and technical analysis, including options strategies such as covered-call writing.

Bradley Schmitz is a financial advisor at Family Wealth Management in Elko, MN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at FBL Marketing Services, FBL Financial Group, Old National Bank, LPL Financial LLC, and Scottrade Inc. Outside of advising, he is a part-time farmer managing 20 acres at his residence. Family Wealth Management provides investment advisory and qualified plan consulting services to individuals, families, trusts, businesses, charities, and employee benefit plans. The firm uses a proprietary methodology with diversified asset allocation and offers pension consulting, including ERISA fiduciary services and plan-level discretionary management.

Brian Jones is a financial advisor at NextGen Financial Advice LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2018. Jones serves as a FINRA Arbitrator on a part-time, as-needed basis and provides full-time care for his children outside of business hours. NextGen Financial Advice LLC is an independent, state-registered investment adviser managing approximately $8.8 million in assets. The firm serves individuals, high-net-worth clients, small businesses, and nonprofits with discretionary investment management, comprehensive financial planning, and specialized retirement plan services, including consulting and participant education.

Isaac Buehler is a financial advisor at Michael Traxler Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Berger Financial Group and Chart Industries. He was a full-time student for 16 years before beginning his advisory career. Michael Traxler Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, annuity management, and financial planning. The firm manages nearly $195 million in discretionary assets and employs a disciplined process based on client goals, risk tolerance, and a mix of fundamental and technical analysis.

Michael Traxler is a financial advisor with Michael Traxler Wealth Management, LLC in New Prague, MN, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at Berger Financial Group and Private Partners, LLC, among others. Outside of advisory work, he is involved in farmland management and commercial real estate through ownership and officer positions in related businesses. Michael Traxler Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, and businesses by providing discretionary asset management, annuity management, and financial planning. The firm constructs investment programs based on client goals and risk tolerance, employs a mix of fundamental and technical analysis, and uses outside research to inform decisions.

Ernest Pepel is a financial advisor with Michael Traxler Wealth Management, LLC in New Prague, MN, holding a Series 65 designation and six years of industry experience. His work history includes a decade at Avid Fleet Maintenance prior to joining Michael Traxler Wealth Management, where he has worked since 2019. Michael Traxler Wealth Management provides discretionary asset management, annuity management, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages nearly $195 million in discretionary assets across four advisors, offering tailored investment programs based on client goals, risk tolerance, and time horizons.

Ted Hefty is a financial advisor at Michael Traxler Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation. His prior work experience includes roles at Berger Financial Group, Seagate, Safe Management, and American Income Life. Michael Traxler Wealth Management, LLC serves individuals—including high-net-worth clients—as well as trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset and annuity management along with financial planning, using documented client goals and risk tolerance to guide investment decisions.

Dillon Forcier is a financial advisor with Money Concepts Capital Corp, holding a Series 66 credential and one year of industry experience. Prior to joining Money Concepts, he was with Edward Jones and has operated janitorial and property management businesses. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Peter Scheffler is a financial advisor at &PARTNERS with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at RBC Capital Markets and Wells Fargo Advisors. He serves as treasurer for St. Wenceslaus Catholic Church in New Prague, MN. &PARTNERS serves a broad range of individual and institutional clients, offering both investment advisory and brokerage services. The firm employs a combination of proprietary models and third-party manager solutions, using fundamental, technical, and quantitative analysis, and operates as both a registered investment adviser and broker-dealer.

Sheilina Sperry is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, she was with HighQuest Group and Waletich Transportation. 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 operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Nathan Brusseau is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. He previously worked at Securities America Advisors and Diversified Wealth Management LLC. Outside of his advisory role, Brusseau serves as president of the New Prague Rotary Club and is a board member of the New Prague Area Education Foundation. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools and access to multiple third-party money managers and wrap programs.

Glen Anderson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Bankers Life and Woodbury Financial Services. Anderson is also the owner of Veritas Insurance Advisors, an agency focused on Medicare plan sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated advisory and brokerage services, utilizing a range of investment tools and third-party solutions to construct portfolios tailored to clients’ needs.

Zachary Klemer is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wells Fargo Clearing and Thrivent Financial. He is based in Faribault, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Amber Meger is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, she worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

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.

Jonathan Wells is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2011. Outside of his advisory role, Wells is involved in multiple business activities including tax preparation and real estate investment and remodeling, holding real estate and contractor licenses. He also serves on the board of directors for the Fraternity Purchasing Association. Ameriprise provides retirement-income planning services primarily for individuals 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 through its affiliated companies.

Brent Peroutka is a CFP® professional with 18 years of industry experience, currently advising at Osaic since 2024. He previously spent 13 years at Woodbury Financial Services, Inc. Peroutka is involved in several community organizations in Faribault, MN, including serving as a board member and foundation chair of the Faribault Rotary Club and as secretary of the Faribault Booster Club. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a broad network of affiliated advisors. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management with access to multiple third-party money managers and advisory platforms.

Kelly Johnson is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Johnson worked in educational roles at several schools including The Gardner School and Primrose School. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Julie Eide is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with financial advisors.

Jacob Womeldorf is a financial advisor with Edward Jones in Faribault, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. 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 solutions supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Sandra Flom is a CFP® with 27 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2012. She also operates as an independent CPA and owner of Sandy Flom LLC dba Faribault CPA. In addition, she owns Financial Solution MN LLC and has worked as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent financial professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Graham Kuehner is a Series 66-licensed financial advisor with Ameriprise in New Prague, MN, where he has worked since 2017. He has seven years of industry experience, including six years at Coca-Cola Bottling Company United prior to joining Ameriprise. Outside of his advisory role, he serves on the board of the New Prague Golf Course and participates in the Girls Hockey Development Committee, which focuses on player and coach development. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Lavoi is a Series 66-credentialed financial advisor with two years of industry experience. He currently works at LPL Enterprise and previously held roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, Lavoi is involved in non-variable insurance activities in Faribault, MN. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Kyle Kuehner is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2007 to 2020. Kuehner serves on the advisory council for St. Wencelasus School in New Prague, MN. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and systematic analysis to deliver customized retirement solutions through a centralized consulting team.

Christopher Curry is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he spent 19 years at Mars Carpet Sales. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Joshua Miller is a financial advisor with Edward Jones in New Prague, MN, holding a Series 63 designation and 21 years of industry experience. He has worked at Edward Jones since 2004. Outside of his advisory role, Miller owns and manages an office rental property. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Erik Nelson is a financial advisor at Edward Jones in Faribault, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he spent ten years at 3M. Outside of his advisory work, Nelson serves as an assistant coach for the U12 girls team at Northfield Soccer Club. 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 supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

David Chwalek is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at VOYA Financial Advisors and co-founded Senes & Chwalek Financial Advisors. Outside of his advisory role, he is involved in a fitness-related business and also works as a rideshare driver. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Barbara Droher Kline is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent and Thrivent Financial for Lutherans since 2011 and 2012, respectively. Outside of her advisory role, she serves as a public board member of the Minnesota Board of Pharmacy and works as a broadband consultant and lobbyist with the Minnesota Public Broadband Alliance, focusing on mental health advocacy and broadband development in Minnesota. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive goal-based analyses and planning across topics such as retirement, taxes, and estate issues. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Darien Vvenker is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience and holds a Series 66 designation. Prior to joining Cambridge, he worked at Belpointe Asset Management and Guardian Resources. Outside of his advisory work, he is co-owner and bookkeeper of MN Soulstice Boutique LLC, a retail clothing business. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, and charitable organizations by offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides multiple investment implementation platforms and offers both proprietary and third-party model strategies.

Charlie Host is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. He worked at RBC Capital Markets Corporation from 2008 to 2024 before joining Raymond James in 2024. Outside of finance, he serves as a television game analyst for select University of Denver home hockey games. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.

Catherine Grinney is a financial advisor with Ameriprise in Faribault, MN, holding a Series 66 designation and 28 years of industry experience. She previously worked at Edward D. Jones & Co., L.P. for 23 years before joining Ameriprise in 2022. Grinney serves on the Investment Committee for the Faribault Foundation. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated companies.

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.

Stephen Roesner is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has worked with Cetera and affiliated firms since 2011. Outside of his advisory role, he serves as a trustee for trusts assigned to Profinium, where he manages administrative responsibilities without involvement in investment decisions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Mitchell Anderson is a financial advisor at Osaic Wealth, Inc. with 17 years of industry experience. He holds the Series 63 designation and previously worked at Woodbury Financial Services Inc for 15 years. In addition to his advisory role, he is involved in independent insurance sales, focusing on life insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of asset-allocation tools and offers integrated brokerage, investment advisory services, and access to third-party money managers to construct tailored portfolios.

Thomas Klemer is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds.

Jennifer Becker is a Series 66-licensed financial advisor with Thrivent Investment Management in Faribault, MN, where she has worked for 19 years. She serves on the board of directors for Camp Omega, a Lutheran summer camp, participating in committee work and various camp events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses and written recommendations across multiple planning areas without portfolio management or discretionary trading authority.

Gregory Lee is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory work, he serves as vice president on the Board of Directors for the Faribault Country Club, a volunteer position. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Shannon Brusseau is a financial advisor at OSAIC with 27 years of industry experience. He previously worked for Securities America Inc. and Securities America Advisors for 10 years. Outside of his advisory work, Brusseau serves on the New Prague Rotary Club board of directors and is involved in local community fundraising efforts, including support for the New Prague Arts Council’s Outdoor Performance Facility project. He is also president of Brusseau Logistics, which operates a seasonal cold storage facility, and owns Brusseau Farms, where he manages hay production. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, providing integrated brokerage and advisory services through a large network of affiliated advisers and platforms. The firm employs asset-allocation tools and offers access to multiple investment vehicles, supporting both discretionary and non-discretionary portfolio management.

Julie Meyer is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Nielsen is a financial advisor with LPL Financial in Montgomery, MN. He holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2020, he worked at Edward Jones and ClearStar, Inc. He also has a background in property management through Great West Properties, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and research from multiple sources.

Melisa Medeiros Swim is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Burnsville High School Softball Booster Club. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jason Reher is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2003, including 6 years at the current entity. Outside of his advisory work, he serves as a board member of Ruth's House, a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service focused on retirement income planning, utilizing a centralized team to provide written recommendation reports and ongoing advice.

Kevin Sevlie is a CFP® professional with 18 years of experience in financial advisory services, currently with Ameriprise Financial Services. His prior experience includes roles at Northwestern Mutual and Monica Eckberg. Outside of his advisory work, he owns and manages a hobby farm called Golden Pond Acres. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focusing on retirement income planning through written recommendation reports and ongoing advice.