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 credentials and has worked previously at RBC Capital Markets and Wells Fargo Clearing. Scheffler serves as treasurer for St. Wenceslaus Catholic Church in New Prague, MN. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, using both proprietary and third-party strategies.

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 five years of industry experience. He previously worked at Securities America Advisors and Diversified Wealth Management LLC. Brusseau is involved in community service as President of the New Prague Rotary Club and serves as a board member for the New Prague Area Education Foundation; he also owns and operates Promoveo Development LLC, a real estate management company. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its scale, recent consolidation, and a complex affiliate network that supports a wide range of investment programs.

Glen Anderson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services INC and Bankers Life in various capacities. Outside of his advisory role, he owns and operates Veritas Insurance Advisors, an agency focused on Medicare plan sales. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with an emphasis on asset allocation and portfolio optimization using advanced tools and discretionary strategies.

Zachary Klemer is a financial advisor with LPL Financial in Faribault, MN, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, Thrivent Financial, and Vista Fleet. He is also associated with the State Bank of Faribault. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and advanced operational tools.

Amber Meger is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2008. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Peter Plut is a financial advisor at LPL Financial with a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2017 and has held positions at FIRST NATIONAL BANK and Investment Centers of America, Inc. He is also active in his local VFW post. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 institutional platforms.

Jonathan Wells is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services since 2011. Outside of advisory work, he is involved in real estate as a licensed contractor and realtor, managing property acquisitions and remodeling projects. He also serves on the board of the Fraternity Purchasing Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brent Peroutka is a CFP®-credentialed financial advisor with 18 years of industry experience, currently with OSAIC since 2024. His prior experience includes over a decade with Woodbury Financial Services and several years at Wells Fargo Investments. He serves as a board member and Foundation Chair of the Faribault Rotary Club and holds roles with local nonprofit organizations including the Faribault Booster Club and the Faribault Area Public Schools Educational Trust Association. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization across various managed account programs and third-party strategies.

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 at Cambridge Investment Research Advisors since 2012. She also operates an independent CPA practice and owns Financial Solution MN LLC. Additionally, she works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

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 financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked at Thrivent Financial and Thrivent Investment Management Inc, and earlier in his career held various roles including municipal work with the City of Saint Paul. Outside of his advisory work, he is involved in a non-variable insurance agency based in Faribault, MN. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 with LPL Financial who holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Investors Capital Corp., and Eastern Point Advisors Inc., as well as co-running Senes & Chwalek Financial Advisors since 2011. Outside of advising, he is connected to a fitness-related business and has experience as a rideshare driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolios, third-party asset management, and retirement plan advice, supported by advanced operational tools and a broad platform of financial products.

Barbara Droher Kline is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2011. Outside of her advisory role, she serves as a public board member for the Minnesota Board of Pharmacy, providing advice and support related to pharmacy licensing and mental health advocacy, and works as a broadband consultant and lobbyist for the Minnesota Public Broadband Alliance, focusing on improving rural internet access. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering written recommendations on a wide range of financial planning topics. The firm provides goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining planning and portfolio management as separate services.

Darien Vvenker is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at firms including Belpointe Asset Management, Guardian Resources, and The Hartford. Outside of his advisory role, he is a co-owner and bookkeeper of MN Soulstice Boutique LLC, a small retail clothing business. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

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. Outside of his advisory role, he owns a home remodeling business and a boat storage company in Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services delivered through a large network of advisors utilizing various investment strategies and operational support tools.

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 with OSAIC, holding a Series 63 designation and bringing 17 years of industry experience. He previously worked at Woodbury Financial Services Inc for 15 years before joining OSAIC in 2024. In addition to advisory work, Anderson is involved in independent insurance sales through several entities, assisting clients with their insurance needs. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across various programs including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

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 Series 66 licensed financial advisor with Edward Jones in Faribault, MN, where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, Lee 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 more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Shannon Brusseau is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Osaic in 2024, Brusseau spent a decade with Securities America Advisors and Securities America Inc, as well as three years at Fintegra, LLC. Outside of his advisory role, he is involved in local community activities, including serving on the New Prague Rotary Club board and assisting with fundraising efforts for the New Prague Arts Council’s Outdoor Performance Facility project. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a range of managed account strategies.

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, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and ClearStar, Inc., and has been affiliated with LPL Financial since 2020. Nielsen also owned Great West Properties, LLC for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and portfolio management services, supported by technology and a broad network of over 22,800 advisors.

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 CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience, currently with Ameriprise Financial Services. His prior roles include positions at Northwestern Mutual and Questar Asset Management. Outside of financial advising, he manages a hobby farm called Golden Pond Acres. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware strategies.