Dana Basballe is a CFP® professional with 30 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. since 2004. Prior to that, Basballe worked with Advisors Group and operates Inspired Retirement Planning. Outside of financial advising, Basballe is involved in fitness product sales and serves on the finance committee of Peace United Church of Christ. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority for most accounts.

Jeffrey Fry is a financial advisor at Geneos Wealth Management, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for Menard Inc and Peoples State Bank of Plainview. Outside of advisory services, he operates a non-investment business under Inspired Retirement Planning and acts as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment approach that combines continuous monitoring, discretionary trading, and a variety of analytic strategies.

Kirsten Heim is a Series 66-licensed financial advisor with five years of industry experience. She is currently affiliated with Commonwealth Financial Network and NorthStar Financial Partners. Outside of her advisory work, Heim serves as a clerk for the City of Elba, MN. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Michael Jungwirth is a Series 66-credentialed financial advisor with four years of industry experience, currently associated with LPL Financial. His prior roles include positions at The Capital Advisory Group and United Planners Financial Services, as well as a brief tenure at Edward Jones. Outside of advisory work, he is involved with Hydrostat Inc. and is an author for MGI Publishing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including model portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

Tyson Stackhouse is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at the Mayo Clinic for 21 years. Outside of his advisory role, he owns and operates TLS Creations, a woodworking crafts business based in Wabasha, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

William Baxter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior work includes roles at Cetera and Cetera Investment Services. Outside of his advisory work, he creates content for a YouTube channel focused on cars with high mileage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and various investment programs, utilizing both proprietary and third-party research to support its advisory services.

Julie Leichtnam is a financial advisor with Edward Jones in Wabasha, MN, holding a Series 63 designation and 25 years of industry experience. She has been with Edward Jones since 2016 and also operates Sweet Financial Services beginning in 2012. Outside of her advisory work, she is a co-owner of Hall Lake Cabins and Rentals LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Christina Mulholland is a financial advisor with Osaic Wealth, Inc. and holds a Series 66 designation. She has three years of industry experience, previously working at Morgan Stanley, Bremer Bank, and USAdvisors Wealth Management. In addition to her advisory role, she owns a sole proprietorship that rents storage space for boats and recreational vehicles. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers an integrated suite of brokerage and advisory services and employs a range of portfolio construction tools and third-party solutions across its extensive network of financial advisers.

Alex Larson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Ameriprise for one year. 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 and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Steven Lang is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. In addition to his advisory role, he has been involved with USA Hockey as an official since 2008 and serves as president of The Pet Pantry of Northwest Louisiana, a nonprofit pet food distribution organization. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated services such as trust and securities-based lending.

John Gruber is a financial advisor with Ameriprise in Lake City, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including over 20 years with Ameriprise and its affiliated entities. Outside of his advisory role, he serves on the Board of Directors for the Country Park Estates Homeowners Association and consults for Summit Management Group, LLC, assisting with non-licensed operational activities. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Stephen Stolz is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2001. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing a family-owned business entity related to a carwash and serves as Treasurer on the Board of Directors for the Windcliff Homeowners Association in Lake City, MN. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Kimberly Breuer is a financial advisor with Edward Jones in Plainview, MN, holding the ChFC® and Series 66 designations and bringing 12 years of industry experience. She has been with Edward Jones since 2015. 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 strategies supported by a large nationwide network of advisors and branch offices.

Jacob Thompson is a financial advisor with Thrivent Investment Management in Plainview, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management Inc. since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and business continuation planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping these services separate.

Michelle Robertson Hallock is a financial advisor with Edward Jones in Lake City, MN, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, she worked for Treasure Island Resort & Casino from 2008 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

John Lang is a financial advisor with Edward Jones in Lake City, MN, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Lang is also involved in a real estate business. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.