Jason Troendle is a financial advisor with Focus Financial in St. Charles, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Focus Financial and Osaic Wealth Inc., he worked with The Fertilizer Institute and The Cold Chain Alliance. He operates a sole proprietorship assisting clients with financial planning and portfolio reviews. Focus Financial Network, Inc. manages approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment management and financial planning services utilizing diverse strategies and investment vehicles tailored to client needs.

Fredrick Troendle is a CFP® with 29 years of industry experience, currently serving at Focus Financial since 2014. He holds the Series 63 designation and has additional involvement as a trustee managing a family estate and serves as treasurer for a local Lutheran church. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts and financial planning services tailored through individualized investor profiles and diversified investment strategies.

Justin Mundt is a financial advisor at Gibbs Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at firms including Transce3nd, Realta Investment Advisors, Coppell Advisory Solutions, and Onyx Bridge Wealth Group. Outside of his advisory work, he owns Mundt & Associates, offering insurance sales and financial advisory services, and is involved in consulting and a business advisory partnership with a tax professional. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and model management. The firm’s process incorporates various analytical approaches and emphasizes risk protection, tax efficiency, and guaranteed-income solutions where appropriate.

Sophi Heim is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise and Polaris Industries. Heim maintains an active CPA license. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across a variety of planning topics. The firm combines holistic, goal-based analysis with optional managed-account services, while keeping planning and portfolio management separate.

Daniel Buehler is a Series 66–licensed financial advisor with Edward Jones in St Charles, MN, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. 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, operating under a fiduciary standard.

Joseph Montgomery IV is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Royal Alliance and Focus Financial. He maintains an active CPA license. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various topics with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Luke Buehler is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Smart-Fill Management Group, Inc. from 2018 to 2022. In addition to his advisory role, he teaches an introductory Macroeconomics class as an adjunct professor at Saint Mary’s University of Minnesota and serves as treasurer for the Saint Charles Area Community Foundation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with more than four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Margaret Schoepski is a financial advisor at Edward Jones in Chatfield, MN, holding the ChFC® designation and Series 66 license with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network and additional affiliated capabilities.