Scott Weinzierl is a financial advisor at Sutterfield Financial Group, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at both Sutterfield Financial Group and Purshe Kaplan Sterling Investments. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses proprietary model portfolios overseen by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.

Jacob Bartz is a CFP® professional with one year of industry experience, currently serving as an advisor at Evexia Wealth, LLC. His prior experience includes six years at Goldleaf Partners and two years with Thrivent Advisory Network, which transitioned to Evexia Wealth. Outside of advising, he is the President and CEO of JD Properties of Minnesota Inc., a company involved in property management activities. Evexia Wealth, LLC is a SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach to portfolio construction and offers customized investment solutions including model portfolios and specialized ETFs.

Michael Huerbin is a financial advisor with Focus Financial Network, Inc. in Bemidji, MN, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Focus Financial Network and OSAIC since 2001. Outside of his advisory role, he serves as the racing director and coach for the Buena Vista Ski Area, where he works with youth ski racers on weekends during the winter season. He is also a part-owner of a local dragon boat rental business and serves as president and board member of the Minnesota Finlandia Community Health Sports nonprofit, organizing an annual cross-country ski marathon. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, utilizing a variety of strategies and investment vehicles tailored to client needs.

Nancy Mc Coyne is a financial advisor at Ascentis Independent Advisors, LLC with a Series 66 designation and three years of industry experience. She previously worked at Ameriprise from 2016 to 2023 and is currently associated with Golden State Equity Partners. Mc Coyne operates Arise Wealth Management, a registered investment advisory business under Golden State Equity Partners. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement consulting, utilizing a mix of public and private securities and implementing discretionary management through model portfolios and sub-advisory arrangements.

Craig Cameron is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Bemidji, MN. Outside of financial advising, he is the owner of a real estate rental business, Real Estate Problem Solvers, located in Bemidji. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Janine Schoeck is a financial advisor with Edward Jones in Bemidji, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 wide range of advisory strategies and affiliated services supported by a large network of financial advisors and branch offices.

Keith Salscheider is a financial advisor with LPL Financial in Bemidji, MN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Affinity Plus Credit Union, along with seven years at Maranatha Baptist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeremy Fayette is a financial advisor with Edward Jones in Bemidji, MN, holding a Series 63 license and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as president of Fayette Properties LLC, which owns and manages his office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs and affiliated investment options, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of financial advisors and branches, as well as additional services such as a trust company and securities-based lending.

Ryce Miller is a Series 66-licensed financial advisor with six years of experience at Thrivent Investment Management and prior experience running his own advisory firm for ten years. He is based in Bemidji, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm combines planning with managed-account services under a consolidated billing option while maintaining separate planning and portfolio management functions.

Harold Sanders is a financial advisor at Ameriprise with 39 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in business ownership through an entity called rlhl inc. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Robert Winters is a financial advisor with Cetera, holding Series 65 and Series 63 licenses, and has two years of industry experience. Prior to joining Cetera, he worked at Thrivent Financial and Thrivent Investment Management Inc. Winters also served as a Staff Sergeant in the U.S. Army and has business involvement with Steadfast Health and Wealth. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with options across discretionary and non-discretionary authorities.

Kelsey Landsteiner is a financial advisor with Edward Jones in Bemidji, MN, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at Essentia Health from 2015 to 2018. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Welle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 14 years of industry experience. He serves as President of First National Bank Bemidji, providing oversight of loan and investment activities. He is also the CEO and sole owner of FIVIOLMA, LLC, a real estate holding company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools to support client goals, and it maintains a notable affiliation with a municipal advisor to enhance its public finance services.

Jamison Evans is a financial advisor at Edward Jones in Bemidji, MN, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Evans Electric from 2010 to 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 solutions, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors.

Joshua Cairns is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Midwest Communications. Outside of his advisory role, Cairns owns and operates a family hobby farm where he manages production and sales of vegetables and wildlife feed. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based planning across various financial topics without discretionary trading authority. The firm combines planning with managed-account programs through a consolidated billing option while maintaining separate service components.

Curtis Howard is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 41 years of industry experience. His career includes a long tenure at Edward D. Jones & Co., L.P. from 1985 to 2017, followed by roles at Level Four Financial and Level Four Advisory Services before joining LPL Financial. Outside of his advisory work, he serves on the board of the Bemidji Town & Country Club. 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 through a large network of investment adviser representatives, offering customizable portfolio strategies and access to third-party asset managers.

Glenn Seibel is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 63 credentials. He has 44 years of industry experience and has been with Cambridge since 2008. Outside of his advisory role, he works as an independent insurance agent and is involved with Orion Financial Group, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals and employs a range of portfolio management strategies, including proprietary models and third-party managers.

Andrew Latourelle is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions, including proprietary and third-party model strategies, with capabilities for discretionary and non-discretionary management across multiple platforms.

Allen Zutz is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera since 2023, following a 16-year tenure at Thrivent Financial for Lutherans. In addition to his advisory role, he operates Steadfast Health and Wealth, a financial services business. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary options.

Bradley Koenck is a Series 66 licensed financial advisor with Ameriprise in Bemidji, MN, and has 22 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is co-owner and vice president of RJG Services, Inc., which provides office support and administrative services. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Karl Bleser is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. The firm serves more than four million individual and institutional clients, offering a range of wealth management solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Martin Mc Sharry is a financial advisor at Edward Jones in Bemidji, MN. He holds Series 63 and Series 65 licenses and has twelve years of prior work experience at Stryker before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million clients including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs, investment solutions, and affiliated products, supported by a large national network of financial advisors and branch offices.

Ashley Stevens is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 credential and previously worked at Cambridge Investment Research Advisors Inc and Thrivent Financial. Stevens serves as a board supervisor for Port Hope Township in Bemidji, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate 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.

Kari Moran is a financial advisor with Edward Jones in Bemidji, MN, holding a Series 66 designation and 11 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, managed solutions, and affiliated investment products, supported by a large national network of advisors and branches.

Leann Coe is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Bank since 2020 and joined Wells Fargo Clearing in 2025. Prior to that, she worked at CenturyLink and was self-employed for a year. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eileen Bretschneider is a CFP®-designated financial advisor with Edward Jones in Bemidji, MN, where she has worked since 2002. She has 24 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of financial advisors and branches.

David Balmer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 10 years of industry experience. He has served at Raymond James since 2015 and is also associated with First National Bank Bemidji, where he provides basic financial advice. Outside of his advisory roles, Balmer owns Ballhammer Industries LLC, a business focused on reselling tools and equipment purchased from auctions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using fact-finding, risk profiling, and modeling tools to support client goals and also provides specialized programs for municipal and public finance clients.