JNBA Financial Advisors, LLC

John Foster is a financial advisor with JNBA Financial Advisors, LLC in Bloomington, MN, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with JNBA Financial Advisors since 2008. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers team-based family office services and business consulting, including work with professional athletes, using a range of investment strategies and ongoing portfolio management.

Richard Brown is a financial advisor at JNBA Financial Advisors, LLC in Bonita Springs, FL, with 12 years of industry experience. He holds a Series 63 designation and has been with the JNBA Financial Advisors organization since 1996. JNBA Financial Advisors offers discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm’s investment approach incorporates individual equities, fixed income, mutual funds, ETFs, and covered calls, supported by fundamental and technical analysis and ongoing portfolio reviews.

Noel Silker is a CFP® with 15 years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC. His prior roles include positions at Silker & Schmitt LLC and Raymond James Financial Services. JNBA Financial Advisors offers discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, and charitable organizations. The firm is noted for its team-based family office services and business consulting engagements, including work with professional athletes.

Westyn Bodell is a financial advisor at JNBA Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Ameriprise Financial Services, Inc., the Minneapolis Club, and Greco. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers retirement plan consulting, family office services, and business consulting, including work with professional athletes, using a portfolio approach that combines fundamental and technical analysis across various asset classes.

Joshua Justin is a financial advisor at JNBA Financial Advisors, LLC in Bloomington, MN, holding a Series 65 credential with four years of industry experience. He previously worked at Black Line Group for three years and Wipfli LLP for four years. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis in constructing portfolios and offers specialized family office services and business consulting, including work with professional athletes.

John Schlueter is a financial advisor at JNBA Financial Advisors, LLC in Bloomington, MN, holding a Series 65 credential with one year of industry experience. Prior to joining JNBA, he worked at BNY Mellon and has experience in roles outside finance, including at Ruth's Chris Steakhouse and Starbucks. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension plans, trusts, estates, and charitable organizations. The firm offers retirement plan consulting, family office services, and business consulting, including work with professional athletes, employing fundamental and technical analysis across multiple asset classes.

Elise Huston is a CFP® professional with eight years of experience in financial advising. She has worked at JNBA Financial Advisors, LLC since 2017 and previously spent three years at Flourish Wealth Management. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and charitable organizations. The firm offers team-based family office services and business consulting for select clients such as professional athletes, employing a mix of fundamental and technical analysis across various asset classes.

Bailey Norby is a CFP® and ChFC® affiliated with JNBA Financial Advisors, LLC, with four years of industry experience. Prior to joining JNBA, Bailey worked at The Advocate Group, LLC and Lutz Financial Services, LLC. Outside of finance, Bailey is involved in dog sitting and walking through Rover. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers family office services and business consulting, utilizing a team-based approach and a range of investment strategies.

Corinn Berken is a financial advisor at JNBA Financial Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked in wealth management at Wells Fargo Private Bank for four years. Berken has been with JNBA Financial Advisors since 2017. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers team-based family office services, retirement plan consulting, and business consulting for select clients such as professional athletes, utilizing a range of investment strategies and third-party platforms for portfolio management.

Eva Wilson is a financial advisor at JNBA Financial Advisors, LLC with a Series 65 credential and one year of industry experience. She previously worked at Encompass Wealth Advisors and Panoramic Financial Solutions, both affiliated with Ameriprise Financial, and has experience in healthcare and fitness sectors. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm offers specialized family office services and business consulting, using a team-based approach and a variety of investment strategies.

Brendan Doherty is a financial advisor at JNBA Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Merus Global Investments and Winthrop Wealth Management. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting engagements, including work with professional athletes, using a team-based approach and a range of investment strategies.

Haley Frecon is a CFP® with four years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC since 2021. She previously worked at Ameriprise Financial Services, LLC and has experience in both academic and fitness settings. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers specialized family office services and business consulting engagements, with investment strategies that include equities, fixed income, mutual funds, ETFs, and covered calls.

Lucas Traxler is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2013, including its predecessor entity, and currently works at the Bloomington, MN office. JNBA Financial Advisors provides discretionary investment management and comprehensive financial planning services to a diverse client base, including individuals, high net worth clients, and institutional accounts. The firm employs a team-based approach with specialized family office services and business consulting, utilizing a range of investment strategies and technology platforms to support portfolio management.

Michael Bilotta is a ChFC® credentialed financial advisor with 12 years of industry experience. He has been with JNBA Financial Advisors, LLC since 2017 and previously worked at the same firm from 1997 to 2016. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s offerings include retirement plan consulting, family office services, and business consulting for professional athletes, employing a team-based approach and utilizing a range of investment strategies and third-party platforms.

Courtney Swayze is a financial advisor at JNBA Financial Advisors, LLC in Bloomington, MN, holding a Series 65 designation with four years of industry experience. Prior to joining JNBA Financial Advisors in 2021, Swayze worked at Coleman & Associates and Lost Larson, and has experience in entrepreneurial ventures including ownership of The Sweet Retreat Cupcake Boutique. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers specialized services such as family office support and business consulting for professional athletes, utilizing a team-based approach and a variety of investment strategies.