Mitchell Thompson is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at MJT & Associates Financial Advisory Group, Inc. Prior to founding MJT & Associates in 2014, he worked at Cambridge Investment Research Advisors, Inc. from 2014 to 2018. In addition to his advisory role, he provides consulting focused on the financial aspects of divorce through CDFA Bridge Consulting Group LLC. MJT & Associates offers investment advisory and wealth management services to individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans. The firm employs a primarily long-term investment approach incorporating Modern Portfolio Theory and technical analysis, managing diversified portfolios with ongoing monitoring and formal annual reviews.

Aaron Jaenisch is a financial advisor with Cetera in Montevideo, MN, holding a Series 66 designation and six years of industry experience. He previously worked at Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, he assists on his family farm with livestock, crop harvesting, and equipment maintenance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that enables advisors to implement various investment strategies with discretionary or non-discretionary authority.

James Bulman is a financial advisor with Edward Jones in Montevideo, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he serves as Mayor of Montevideo and holds board memberships with the City of Montevideo Housing and Redevelopment Authority, the City of Montevideo Economic Development Authority, and CCM Health Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and related investment products, supported by a nationwide network of approximately 23,700 advisors and over 15,000 branch offices.

Shelly Bednar is a Series 66-registered financial advisor with Edward Jones, bringing a total of four years of industry experience, including prior tenure at Ameriprise. She serves on a local board of directors and is involved with LFP Consulting LLC in a non-investment-related capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices. 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.

Jennifer Philaya is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 designations. She has 20 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and operates as a broker-dealer with affiliated insurance and lending services.

Laura Jurgenson is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She worked at Minnwest Bank for six years prior to joining Edward Jones in 2022. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Lindeman is a financial advisor with LPL Enterprise, holding a Series 66 credential and having six years of industry experience. His prior work background includes a lengthy tenure at Minnwest Bank from 1998 to 2020, followed by roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Lindeman owns and operates a 55-acre cash grain farm and serves as a volunteer board member for the Montevideo Industrial Development Corporation. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable organizations. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap fee program.

Matthew Davis is a financial advisor with Edward Jones in Montevideo, MN. He holds the Series 66 designation and has been with Edward Jones since 2023. His prior work experience includes roles at Clara City Herald, AMC Theaters, and involvement with the House Republican Campaign Committee. 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 advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.