Laurie Braulick is a financial advisor with Calton & Associates, Inc. in New Ulm, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at Capital Financial Services, Inc. for 16 years before joining Calton & Associates in 2019. Outside of her advisory role, she serves as president of Investment & Insurance Services of New Ulm, Ltd., where she is responsible for recommending and servicing insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of investment programs and combines advisory services with commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and a broker-dealer.

Travis Braulick is a financial advisor with Calton & Associates, Inc. in New Ulm, MN, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bankers Life Securities and Capital Financial Services, Inc. He also operates a financial service entity, Travis Braulick Financial, and serves as an agent for United Life. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm offers multiple program structures and combines fee-based and commissionable brokerage and insurance products.

Daniel Zufall is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Primerica Advisors. He has previously worked at LeaderOne Financial Corporation and Movement Mortgage. Zufall is also involved as a residential mortgage broker through Barrett Financial Group. Primerica Advisors serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages accounts using a variety of strategies and supports lending solutions and donor-advised funds.

Jill Berdan is a financial advisor with Edward Jones in New Ulm, MN, holding a Series 66 credential and having 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as secretary and treasurer for DISTINCT PROPERTIES, LLC, a real estate rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Michael Furth is a financial advisor at Edward Jones in New Ulm, MN, with two years of industry experience. He holds a Series 66 designation and previously worked at Furth-Meile Insurance and Nuvera. 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 more than 23,700 advisors.

Josef Warta is a financial advisor at Cetera with two years of industry experience and a Series 66 designation. His background includes roles at August Schell's Brewing Company and Southpoint Financial Credit Union, alongside his advisory duties. Outside of finance, he serves as a board member of Numas Haus and is involved with the New Ulm Chamber of Commerce steering committee. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Kevin Larson is a financial advisor with LPL Financial in New Ulm, MN, holding a Series 66 designation and four years of industry experience. His prior work includes roles at American Family Insurance and Frandsen Bank. Larson is also involved as an agent with Frandsen General Agency, a non-variable insurance business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced tools and overseeing over $819 billion in discretionary assets.

Nicholas Thom is a financial advisor at LPL Financial with 20 years of industry experience. He previously worked for Edward Jones for 11 years before joining LPL Financial in 2017. Thom holds a Series 66 designation. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Nathan Windschitl is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services, The O. N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory role, he serves as a board member for the Shakopee Lions Club. OSAIC serves a diverse client base including individual and institutional investors, offering a range of services such as brokerage, investment advisory, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-assessment methodologies to construct portfolios that may include various asset classes and supports both discretionary and non-discretionary account management.

Scott Blumhoefer is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and affiliated firms since 2021 and previously spent 15 years at Heartland Corn Products. Outside of his advisory role, he is involved in insurance sales, offering life, health, disability, annuities, and long-term care products, and provides strategic business consulting through an accounting and consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a network of over 10,000 advisors and managing assets exceeding $256 billion.

William Ries is a financial advisor at Edward Jones with 21 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2004. Outside of his advisory role, he owns a rental property in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Amy Pearson is a financial advisor with Thrivent Investment Management in New Ulm, MN, holding a Series 66 designation and having 10 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of her advisory role, she assists with budgeting and record keeping at a local tanning salon owned by her family. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority, and offers the option to integrate planning with managed accounts through its WealthPlan program.

Derek Shaver is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and SII Investments, Inc. He is also an insurance agent with Bank Midwest and is involved with Midwest Wealth Group as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools and maintains specialized programs for municipal and public finance as well as employer retirement plans.

Steven Friese is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and previously worked at AgQuest Financial Services, Inc. for seven years. He is also a notary public in Minnesota. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Lisa Peterson is a financial advisor at Stifel with 20 years of industry experience, having been with the firm since 2006. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a member of Larson & Lammers LLC, an entity unrelated to investment activities. Stifel serves a diverse range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses used as a basis for client decisions.

Maya Nelson is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at Schwartz Farms and Minnesota State University, Mankato. Outside of her advisory work, she has experience working at local community organizations including the Sleepy Eye Family Aquatic Center and St. Marys High School in Sleepy Eye, MN. 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 financial advisors and branch offices.

Lucas Heiderscheidt is a financial advisor at Edward Jones with a Series 66 designation and experience dating back to 2013. His prior roles include positions at Meyer Services Inc and SGS - USA, as well as involvement with the Brookings Ice Skating Association and operating Heiderscheidt Digging. Heiderscheidt has been with Edward Jones since 2018, currently based in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Jackelyn Gieseke is a financial advisor with Edward Jones in New Ulm, MN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Drs. Akre and Clark from 2015 to 2018 and has been involved with Card My Yard since 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Drew Dauer is a financial advisor at Edward Jones in New Ulm, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Surfacing Solution from 2020 to 2024 and at Snell Motors from 2011 to 2020. 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 offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Buskey is a CFP®-credentialed financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, he owns a rental property in Shakopee, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and $1 trillion in assets under management.

Christopher Jensen is a CFP® certified financial advisor with Edward Jones in New Ulm, MN, and has 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of over 23,000 advisors.

Jillian Wilfahrt is a financial advisor with Edward Jones in New Ulm, MN. She holds the Series 66 designation and has a total of seven years of industry experience, including six years at Citizens Bank Minnesota and ongoing service at Edward Jones since 2022. 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 strategies, supported by a nationwide network of financial advisors and branch offices.

Tim Reinke is a Series 66-credentialed financial advisor with Thrivent Investment Management, where he has worked since 2006, totaling 19 years of industry experience. His tenure with Thrivent Financial For Lutherans also began in 2006. Outside of his advisory role, he serves as a board director and treasurer for nonprofit organizations in New Ulm, Minnesota, including Oak Hills Living Center and its Memorial Foundation, and participates in several community and charitable efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning. The firm offers planning engagements separate from portfolio management and serves clients through a network of financial advisors.

John Mielke is a financial advisor with LPL Financial, holding a Series 63 designation and 38 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and also operates Mielke Accounting, a tax preparation and accounting practice. He serves as a board member of St. John's Lutheran Church in Sleepy Eye, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment strategies, including model portfolios and third-party asset management solutions.

Daniel Schmid is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has worked at LPL Financial since 2018 and was previously with Invest Financial Corporation from 2009 to 2018. Outside of his advisory role, he owns the Sleepy Eye Brewing Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions and supports advisors through a combination of research, technology, and extensive service platforms.

Jason Engstrom is a CFP®-designated financial advisor with Edward Jones in New Ulm, MN, and has 13 years of industry experience. He has been with Edward Jones since 2014. Engstrom serves as a director for the Lions Club of New Ulm, participating in board meetings and planning community service projects. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Benz is a financial advisor at Edward Jones in New Ulm, MN, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he works as a sports tour representative for Sports Tours International, assisting Chicago Marathon travelers with event coordination and support. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment programs and services through a nationwide network of advisors and branch offices.

Blair Folkens is a Series 66-credentialed financial advisor with 11 years of industry experience. He has been with LPL Financial since 2018, following four years at Invest Financial Corporation. He is also a business owner of Sleepy Eye Brewing Company and serves as a board member and game official for the Minnesota High School Football League. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lawrence De St. Croix III is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. His prior work includes four years at Stifel Nicolaus & Company, Inc., as well as involvement with Hopkins High School Band and Shoesters, Inc. outside of the financial sector. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Jeremy Penkert is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Raymond James Financial in New Ulm, MN. His prior work includes eight years at LPL Financial and multiple roles at Bank Midwest. Outside of his advisory duties, he umpires youth baseball games. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm utilizes risk profiling and analytical tools for non-discretionary planning and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory program.

Cole Ranweiler is a financial advisor with Thrivent Investment Management and holds a Series 66 credential. He has been with Thrivent Investment Management since 2024 and previously worked in related roles at Thrivent Financial. Outside of advisory work, he is involved in a family business producing restoration car parts and manages a commercial property in downtown New Ulm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without portfolio management or discretionary trading authority.