Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Jason Janes is the founder and sole advisor of Jason Janes Wealth Management, Inc. in Princeton, MN. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Advanced Advisor Group, LLC and EFS INVESTMENTS, Inc. Outside of advisory work, he is involved in property rental. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and online estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, low-cost ETFs, and selected equities, with a long-term buy-and-hold approach.

Joshua Hrkal is a Series 65 licensed financial advisor with Jason Janes Wealth Management, Inc., based in Princeton, MN. He has two years of industry experience, including prior roles at Vanco Payment Solutions and the University of Utah. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, ETFs, and select equities, with a long-term buy-and-hold approach tailored to client goals and risk tolerance.

Ryan Finc is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 25 years of industry experience. He has been with infinex Investments, Inc. since 2016 and briefly worked at Essex in 2016. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm provides customized financial planning, ERISA plan services, wrap fee programs, access to alternative investments, and lending and cash-management options, primarily through a network of investment adviser representatives.

Blake Cheeley is a Series 66-licensed financial advisor with Edward Jones in St. Francis, MN, and has 16 years of industry experience, all with Edward Jones since 2010. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Tracy Carlson is a Series 66-registered financial advisor with Edward Jones in Princeton, MN, with seven years of industry experience. Prior to joining Edward Jones in 2019, she spent 27 years at Benedictine Health System and was involved in direct sales with Rodan and Fields from 2017 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Steven Cram is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and Sii Investments. Outside of his advisory work, he serves as a volunteer board member and chaplain with Pilot Outreach Jail Ministry and coordinates site activities for Global Fingerprints, a child sponsorship organization. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Shannon Olson is a financial advisor at OSAIC Wealth Inc with eight years of industry experience. She holds a Series 66 designation and has worked previously at Parkland Securities LLC and Thrivent Financial. Olson also serves as an Operations Manager and Registered Representative at North Metro Money Management, where she engages in client meetings and process management. OSAIC Wealth Inc is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a wide range of investment options and multiple custodial platforms.

Jay Collins is a financial advisor with Edward Jones in Zimmerman, MN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Monson is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 23 years of industry experience, including prior roles at Raymond James Financial Services Advisors Inc. and Bremer Bank. He is also involved with Old National Bank in various financial institution duties and advisor referral programs. LPL Financial serves a diverse client base that includes individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and a variety of investment delivery options tailored to client needs.

Amber Endicott is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. She also has an ongoing affiliation with Nelson that began in 2012. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Colleen Lee is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was involved with OtterProducts, LLC for eleven years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Travis Fisher is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Sigma Planning Corporation, Parkland Securities LLC, and Thrivent Financial. Fisher is co-owner of North Metro Money Management, which provides holistic financial advice to clients, and he serves as president of Fisher Financial Advising Inc. OSAIC Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a comprehensive investment process involving asset-allocation planning, portfolio optimization, and access to multiple custodial platforms.

Eric Zebrowski is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He serves as secretary for the Princeton Area Chamber of Commerce, participating in board meetings and local events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Cody Clem is a financial advisor at OSAIC Wealth Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parkland Securities for 11 years. Outside of advisory work, Clem has experience as an insurance agent, selling life insurance and annuities. OSAIC Wealth Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by advanced planning tools and offers access to multiple custodial platforms and third-party managers.