Ryan Haefs is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Principal Financial Services since 2022 and Principal Life Insurance since 2023, and has been with Principal Advised Services since 2024. Haefs's background includes roles in staffing, health care, and education. Principal Advised Services offers investment advice and management primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models. The firm is part of the Principal Financial Group family, providing integrated access to affiliated financial products and services.

Michelle Boyum is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Charles Schwab. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers comprehensive investment and financial planning services through fee-based wrap programs, utilizing both proprietary and third-party managed strategies across various asset classes.

Nancy Forsyth is a financial advisor with Cetera, holding a Series 63 designation and bringing 19 years of industry experience. She previously worked at Avantax Advisory Services and Avantax Insurance Services and has operated Bluff Country Financial Services since 2007. Outside of her advisory work, she organizes Girl Scout meetings and coordinates cookie sales in Houston, Minnesota. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Arne Beneke is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is involved in a family farm business and serves on the board of St. John's Church Council. Ameriprise is a large institutional firm known for its retirement-income planning service designed for individuals nearing or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Melissa Niccum is a financial advisor with Ameriprise in Caledonia, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Outside of her advisory role, Niccum serves as President on the Board of Directors for the ISD 299 Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supporting clients primarily through Ameriprise-managed accounts.

Jeffrey O'Donnell is a financial advisor with Ameriprise based in Rushford, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at LPL Financial for 13 years and has been involved with Chimney Rock Forestry since 2011. Outside of his advisory work, he serves as a volunteer fireman with the Rushford Fire Department. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies to produce personalized recommendation reports through a centralized consulting team.

Timothy Mueller is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His work history includes roles at Lacrosse Tribune and City Brewery Co, alongside long-term involvement with PFS Investments Inc and Primerica Financial Services. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee models.

Patrick Forsyth is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes 12 years at Avantax Advisory Services and extensive involvement with Avantax Insurance Agency. Outside of his advisory role, he holds several community positions including president of the Houston United Campaign, board director roles at Valley View Healthcare and a mutual insurance company, and manages accounting for local organizations. Cetera Investment Advisers LLC is a large 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 various investment program options, combining discretionary and non-discretionary management across numerous custodial relationships.

Ryan Hennessy is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Stifel for two years and U.S. Bank for thirteen years. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Eric Minor is a financial advisor with Edward Jones in La Crescent, MN, holding the ChFC® designation and Series 66 license, with nine years of industry experience. Before joining Edward Jones in 2017, he worked for nine years at Eau Claire Automotive Group. 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 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Amy Shimshak is a Series 66 licensed financial advisor with Edward Jones, based in La Crescent, MN, with two years of industry experience. She has been with Edward Jones since 2002 in various roles within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Eric Halverson is a CFP®-designated financial advisor with Edward Jones in Caledonia, MN, with nine years of industry experience. He previously worked at Merchants Bank for nine years before joining Edward Jones in 2017. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.