Lee Turek is an investment advisor at First Midwest Investments with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with First Midwest Investments since 2006. Outside of his advisory role, he is involved in introducing bank loan participants in a non-investment capacity. First Midwest Investments provides investment advisory services to retirement plans, corporations, and individuals, including 401(k) consulting, participant education, and portfolio management. The firm manages approximately $11 million in non-discretionary assets and emphasizes pension consulting and direct participant services alongside fundamental analysis across various asset classes.

Timothy Tuinstra is a financial advisor at Calder Financial Group with five years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Outside of advising, he provides tax planning and tax return preparation as an IRS Enrolled Agent and also assists his son with a residential and small commercial painting business. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, offering discretionary investment management and comprehensive financial planning. The firm uses a model portfolio approach with tactical rebalancing and provides pension consulting and third-party administration services.

Brian Russell is a financial advisor with Avantax Planning Partners, Inc. based in Winona, MN, holding a Series 63 designation and 19 years of industry experience. He has worked with Avantax Planning Partners since 2006 and previously with ProEquities, Inc. Russell also serves as president and CPA of Russell & Associates, LLC, a public accounting and consulting firm. Additionally, he holds trustee and conservator roles in private family trusts. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, leveraging collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based investment approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary portfolio management through centralized trading and reporting.

Melissa Mansfield is a financial advisor with Focus Financial and holds a Series 66 designation. She has 12 years of industry experience and has been with both Focus Financial and OSAIC since 2015. In addition to her advisory role, she works as an insurance agent, assisting clients with policy applications and offers. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Bradley Fritz is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of finance, he serves as a commissioned officer in the U.S. Army Reserve and works as a bartender at local bars and grills. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term forecasts.

Jordan Zimmerman is a financial advisor at OSAIC in Winona, MN, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Securities America Advisors and Ameriprise. He also has experience working with the Los Angeles Angels of Anaheim. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and employs an investment process that integrates risk assessment with portfolio optimization and access to multiple custodial platforms.

Christopher Perkins is a Series 66-licensed financial advisor with Thrivent Investment Management in Winona, MN. He has six years of industry experience, including roles at Verve, A Credit Union, prior to joining Thrivent in 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics. The firm combines planning with managed-account programs through its WealthPlan option, maintaining separate planning and investment management services.

Aaron Dienger is a financial advisor at Edward Jones in Winona, MN, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branches.

Kelsey Colon is a Series 66-registered financial advisor with Edward Jones, based in Winona, MN, with one year of industry experience. Prior to joining Edward Jones, Kelsey worked at Fastenal, Kwik Trip, and Kentucky Fried Chicken. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies alongside affiliated investment products and services.

Wayne Myhre is a CFP® professional with 13 years of industry experience, currently serving at Edward Jones since 2012. He holds a Series 66 designation and is based in Winona, MN. Outside of his advisory role, he serves as a board member for St. Matthews Preschool in St. Charles, MN. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Matthew Schroeder is a financial advisor at OSAIC with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America, Inc. and spent eight years at Vantiva. Outside of his advisory role, Schroeder coaches pole vault for the track and field teams at Winona Senior High School and Saint Mary's University of Minnesota. OSAIC 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 technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Garrett Ping is a Certified Financial Planner (CFP®) with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in Winona, MN. He has been with Edward Jones since 2014. 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 under management and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dylan Lisitza is a financial advisor at OSAIC with a Series 66 designation and experience that includes roles at Foundation Finance and Finnacial Services of Winona. His background also includes several years in education and hospitality prior to entering the financial services industry. OSAIC is a large SEC-registered investment adviser and FINRA broker-dealer serving a wide range of clients, including individuals, pension plans, corporations, and charities. The firm offers various advisory programs and utilizes a technology-driven investment process that incorporates risk assessment, asset allocation, and portfolio optimization.

Alexis Partington is a financial advisor at Edward Jones in Winona, MN, holding a Series 66 designation and with approximately three years of experience at Edward Jones. Prior to joining Edward Jones, Alexis worked at Mayo Clinic and The Grove Golf Course, and has a background that includes roles at Fastenal Company and familial business experience. 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 under management and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Slaggie is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 11 years of industry experience. He has been with Raymond James since 2014, with roles spanning both Raymond James Financial Services, Inc. and its affiliated entities. Outside of his advisory work, he serves as Vice President and board member of the nonprofit Hurry Back Productions, Inc., and as Treasurer of the Slaggie Family Foundation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services, with a notable focus on advisory roles that support client decision-making rather than discretionary management.

Kimberly Renk is a CFP® professional with over 31 years of experience in the financial services industry. She has been with Edward D. Jones & Co., L.P. since 1994. Outside of her advisory role, she is associated with Interest Seekers, LLC, an equipment rental business based in Austin, TX. 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 options supported by a nationwide network of over 23,700 financial advisors.

Robert Quinlan is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 35 years of industry experience. He has worked with Cetera and its affiliates since 2019, including a prior decade at SagePoint Financial. Quinlan is also involved in insurance sales through his own firm, Quinlan Insurance and Financial Services, Inc., and serves as a board member of the Winona Community Foundation. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions, alongside retirement and fiduciary capabilities integrated within its institutional platform.

Matthew Reeck is a financial advisor with Edward Jones in Winona, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. 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 solutions through a nationwide network of more than 23,700 financial advisors.

Aleah Harvey is a Series 66-licensed financial advisor with Edward Jones in Winona, MN, holding four years of industry experience. Her prior work includes roles with Lutheran and Episcopal churches and Saint Mary's University of Minnesota, spanning over a decade. Harvey serves as a substitute musician for several local churches and is an at-large board member of Women in Business of Winona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Mark Swenson is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Osaic and has held prior roles at Securities America Advisors, Edward Jones, Dynamic Lifecycle Innovations, and J.F. Brennan Company. Outside of his advisory work, Swenson serves as an elected school board member for Houston School District 294 and is a board member of the Minnesota Rural Education Association. He also co-owns and manages a family farm in Minnesota. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms, supporting a large network of financial advisors and managing approximately $200 billion in client assets.

Kevin Mahoney is a financial advisor at Edward Jones in Winona, MN, holding CFP® and PFS™ designations with 22 years of industry experience. He has worked at Edward Jones since 2017 and was previously with Nesnah Management/La Crosse Scale from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Gervais is a financial advisor with LPL Financial in Winona, MN, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for nine years and has been with LPL Financial since 2016. Outside of his advisory role, he serves as a committee member of the Wilson Township Planning and Zoning Commission and is a part-owner of a local pizza business. He also works as a basketball referee and a notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house Research team and offers a broad range of investment solutions, combining large-scale advisory operations with various non-advisory product offerings.

Lynette Stevens is a financial advisor with Edward Jones in Winona, MN, holding a Series 66 designation and 7 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves as Treasurer for the Pleasant Green Townhouse Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Susan Cassidy is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Slaggie is a financial advisor with Raymond James Financial in Winona, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James Financial since 2010 and is also involved as an owner and officer in several businesses, including Hideaway Outfitters and Hurry Back Productions, a nonprofit organization he founded. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans based on client risk profiles and offers a mix of advisory services supported by firm research and outside managers.

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.”

Kimberly Clausen is a financial advisor with Edward Jones in Winona, MN, holding Series 63 and Series 66 designations and having 11 years of industry experience. Her prior work includes roles at Northwestern Mutual and related entities, with additional experience in local community recreation. 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 national network of financial advisors and branch offices.

Phillip Anderson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors and Ameriprise Financial Services. Outside of his advisory work, he owns a building in Winona, MN, which he uses for his practice and leases office space to local attorneys. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessments with portfolio optimization tools and offers access to a wide range of investment products and custodial platforms.

Nash Kramer is a financial advisor with Edward Jones in Winona, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Mayo Clinic from 2020 to 2023 and was associated with the University of Minnesota-Morris between 2016 and 2019. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Sobotta is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving clients since 1992. Outside of his advisory role, he serves as a board member for the Arcadia Community Chest, a local nonprofit organization. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.

Theresa Mc Nally is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Winona, MN, and has three years of industry experience. Her prior work includes roles at Thrivent Financial and Telus International, as well as long-term employment with Winona Area Public Schools. 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 that covers a broad range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option.

Andrew Kieffer is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and has worked at Cetera and Winona National Bank since 2016. Prior to that, he was with Bni, various insurance carriers for W & R Insurance Agencies, and Waddell & Reed, Inc. Kieffer serves on the finance committee for the Diocese of Rochester-Winona Priest Pension Fund and sits on the board of directors for Cotter Schools, participating in the Operational Vitality Committee. Cetera Investment Advisers serves a broad mix of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to third-party money managers across multiple program structures.

Douglas Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and various delivery options tailored to client needs.

Jacob Reeck is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked in various roles including at Nutty Squirrel Sports Saloon and the City of River Falls Glenn Park Swimming Pool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Brandi Moore is a CFP®-certified financial advisor with Edward Jones, based in Winona, MN. She has nine years of industry experience, including a twelve-year tenure at Spalon 1161 prior to joining Edward Jones in 2016. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Evan Peterson is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 65 registrations and has worked exclusively with Thrivent since 2023. Outside of finance, he is involved in his community as a monitor at a local wellness center and sells personal items on eBay, including sports and trading cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients.

John Hardy is a financial advisor with Edward Jones in Winona, MN, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he participates in music performance and maintains a foster care license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Alana Wilson is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and six years of industry experience. She has been with Edward Jones since 2019 and previously worked there from 2006 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. 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.

Gregg Brandt is a financial advisor with Edward Jones in Winona, Minnesota, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Fastenal Company from 2014 to 2016. Outside of his advisory role, Brandt owns Red Monkey Motorsports, a business focused on selling used and new parts to support his motorsports and car-collecting hobby. 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 broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.