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Chris Q

Series 63, Series 65

International Falls, MN

&PARTNERS

Chris Quackenbush is a financial advisor with &PARTNERS, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Quackenbush is also involved as a part-owner of TQWMG, LLC, an investment-related entity based in Bloomington, Indiana. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services utilizing a range of portfolio management strategies, including fundamental, technical, and quantitative analysis, with access to proprietary and third-party investment solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Richard R

Series 63, Series 65

International Falls, MN

LPL Enterprise

Richard Rud is a financial advisor with LPL Enterprise who holds the Series 63 and Series 65 designations and has seven years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities. Before his financial career, he spent 21 years at the Koochiching County Sheriff's Office. Outside of finance, he is employed with Unifi, assisting customers and handling luggage at an airport in Cook, MN. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Brady H

Series 66

International Falls, MN

Edward Jones

Brady Hjelle is a financial advisor at Edward Jones with one year of industry experience. He previously worked at TruStar Federal Credit Union for five years and Border State Bank for four years. Hjelle holds a Series 66 designation and is based in International Falls, 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Melissa G

Series 66

International Falls, MN

Fidelity

Melissa Gaustad is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 66 designation and has been with Fidelity since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolio delivery.

Charitable giving & philanthropy Active portfolio management
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Shane T

Series 63, Series 66

International Falls, MN

Edward Jones

Shane Talley is a financial advisor with Edward Jones in International Falls, MN, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been with Edward Jones since 2009. Talley serves as a board member of Koochco Inc. 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 and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Erik S

Series 66

International Falls, MN

Edward Jones

Erik Strand is a financial advisor with Edward Jones, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, Strand serves as a board member and financial manager for Koochco, Inc. in International Falls, MN. 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 over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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John W

Series 66

International Falls, MN

Edward Jones

John Winkel is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at TruStar Federal Credit Union and the City of International Falls. In addition to his advisory role, he serves as a volunteer firefighter and is a trustee for Rainy Lake Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 advisors.

Retirement income strategy Divorce financial planning Early retirement planning Planning for children with special needs Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Ron M

Series 66

International Falls, MN

Wells Fargo Advisors

Ron Mcgrane is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at Wells Fargo Bank and Wells Fargo Clearing from 2009 to 2024 before joining Wells Fargo Advisors. Outside of his advisory work, he has ownership interests in investment-related entities including Lorax Holdings LLC and Rize Wealth Management Group LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, delivering tailored recommendations through research and simulation tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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